Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
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Market GPS: Staying Nimble to Find Value Opportunities
With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.
Market GPS: Keep a Close Watch on Corporate Earnings in 2020
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
Market GPS: High Stock Valuations Demand a Focus on Quality in 2020
As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.
Perkins CIO Outlook: Staying Mindful of the Consequences of Leverage
Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.
Challenging Environment Calls for Defensive Approach in Equities
Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach.
What’s Behind the Historic Valuation Gap in Equities?
Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.