A Wild Second Quarter & Outlook for Remainder of 2020

A Wild Second Quarter & Outlook for Remainder of 2020

Coronavirus Pandemic

The COVID-19 global pandemic continued to have massive implications during the second quarter, as cases continued to rapidly rise in the United States. The unemployment rate reached 14.7% in April, and U.S. GDP is estimated to have contracted by over 30% in the quarter after...

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The pandemic poses unique challenges to the restaurant industry.

Pandemic Continues to Differentiate Restaurant Business Models

From publicly traded entities to mom and pop operations, restaurants have been one of the hardest hit industries during the coronavirus pandemic. With some U.S. regions facing a new surge in virus cases, restaurant business models are again under investors’ microscope.

In this blog, we share how...

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Growth Stocks: Widest Valuation Gap in 20 Years

Growth Stocks: Widest Valuation Gap in 20 Years

Multiple expansion has been a tremendous contributor to the outperformance of growth stocks since the Global Financial Crisis. Has it gone too far?

The below chart illustrates the valuation differential between deep value and high growth stocks since the late 1980s. One can see that the...

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Is Value Investing Dead? A Cyclical Analysis

Is Value Investing Dead? A Cyclical Analysis

Is value investing dead? It’s a question that has been posed time and time again over the past few years as growth stocks continued to outperform. Many investors assumed a recession would cause the pendulum to swing back toward more reasonably-valued or undervalued stocks, but given the unique...

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The views described herein do not constitute investment advice, are not a guarantee of future performance, and are not intended as an offer or solicitation with respect to the purchase or sale of any security. Investing involves risk, including loss of principal. Investors should consider the investment objective, risks, charges and expenses of a Fund carefully before investing. Please review the offering memorandum or prospectus of a Fund for a complete discussion of the Fund’s risks which include, but are not limited to: possible loss of principal amount invested; stock market risk; value risk; interest rate risk; income risk; credit risk; foreign securities risk; currency risk and derivatives risk.

Nothing contained herein constitutes investment, legal, tax, or other advice nor should be relied upon in making an investment or other decision. Any projections, outlooks or estimates contained herein are forward looking statements based upon specific assumptions and should not be construed as indicative of any actual events that have occurred or may occur. 

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