Macro Scorecard: Growth Accelerates

Olga Bitel, Partner
Global Equity

Previously, I described how we use a tool called the macroeconomic scorecard to inform our fundamental research. In a new series, Macro Scorecard, I will share an updated scorecard and provide key takeaways from our...

Growth Game: 7th Inning Stretch?

Simon Fennell, Partner
Global Equity

2017 was a particularly strong year, with broad growth and low inflation creating an almost perfect environment for equity investors. But we are beginning to see signs that we are in the sixth or seventh...

Looking Ahead

Olga Bitel, Partner
Global Equity

The latest data indicates that ongoing economic expansion is gathering pace, especially in the euro area. See my recent post, Macro Scorecard Points to Economic Expansion. At the same time, wage growth remains modest across...

Left Menu Icon

Subscribe to Our Blog Now

Want the latest insights on the economy and other forces shaping the investment landscape? Subscribe to our blog today.