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For most of the last two years, the dollar steadily strengthened against most major currencies with little interruption. Recently, the dollar has slipped from last year’s highs. Brian Manby looks at the correlation between EM equities and the dollar.
By some measurements, equity risk premiums are hovering around lows not witnessed since 2008. But if you consider stocks to be real assets with inflation-hedging characteristics, then you’ll find that current equity risk premiums are actually closer to their longer-term averages. Against this backdrop, Jeremy Schwartz and Brian Manby review the most important charts for equity investors for 2023.
One of our key expectations for equity markets in 2023 is an eventual recovery in U.S. small caps. Against this backdrop, Brian Manby outlines three potential catalysts that may precede small-cap outperformance based on current readings of the broader market.
It took only one day in 2023 for markets to validate our preferred approach to investing in emerging markets: avoiding state-owned enterprises (SOEs). Brian Manby outlines the recent events surrounding the Brazilian oil giant Petrobras and discusses the risks of SOEs.
Rising interest rates this year have created an inflection point in U.S. equity markets, with virtually every sector crumbling under the weight of a rapid tightening cycle. Against this backdrop, Brian Manby highlights how our U.S. Quality Dividend Growth Fund (DGRW) has performed.