Equity Research
Some of the questions we continue to hear from clients are: What’s happened to quality stocks? Why have they had such middling performance over the last few years and, in particular, over the last year? And what might change going forward?
In this Economics Weekly, we discuss the curious case of quality stocks, why they have suffered, and why we think now is an attractive time for investors to recast their attention to this part of the market.
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In this Economics Weekly, Richard de Chazal looks at aggregate investment spending and the expansion in industrial capacity; he also compares the current cycle with the 1990s and discusses what those differences might mean for the Fed—and for a potential new Fed chair counting on a productivity boom to support lower interest rates.
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