Longest Expansion

The current U.S. expansion cycle is over nine years old and if it persists past the second quarter of 2019, it will be the longest on record.  Will this expansion be record breaking? We think so. Director of Market Strategy Brad Neuman reviews key elements from Alger's The Longest Expansion presentation.​

Degrees of Debt

​While debt levels around the world are quite high, debt service is generally manageable and U.S. debt service for the consumer and business sectors is considerably lower than it has been in the peaks prior to the past two recessions. ​

​In this edition of Capital Markets: Observations and Insights, we review likely rising interest rates and the possible broader implications for asset classes, sectors, and securities.​

​In this edition of Capital Markets: Observations and Insights, we outline why we believe increasing corporate investment should help drive a resurgence in productivity growth in the U.S.

​In this edition of Capital Markets: Observations and Insights, we outline why we believe business spending is set to accelerate and outpace the broader economy. Additionally, we review why Growth equity fundamentals have outpaced those of Value stocks, driving performance results.

​In this three-part video series, Client Investment Strategist Brad Neuman provides his thoughts on how fundamentals have driven stock prices in 2017, the resurgence in earnings growth, and the powerful long-term forces that are driving divergence between Growth and Value performance.

​In this three-part video series, Client Investment Strategist Brad Neuman provides his thoughts on what is now driving stock prices, the resurgence in earnings growth, and areas of the equity market that are attractively valued.