Evan Frazier, CAIA
Research Analyst, U.S. Equities
Continued strong performance of technology-oriented stocks through disparate economic environments, elevated valuations, and increasing concentration within the growth space have caused many to draw parallels between present-day conditions and those of the late 1990s. Some feel as though investor exuberance surrounding innovative companies is irrational, and that 2021 could bring with it a paradigm shift in terms of sentiment and market leadership.
This newsletter seeks to assess the extent to which the current equity landscape mirrors the Dot-com Bubble with an analysis of performance, sector concentration, profitability fundamentals, and valuations.
Inflation has remained well below 3% in the United States for nearly a decade despite a record economic expansion and…
While the recent approval and rollout of the Pfizer and Moderna vaccines would be expected to assist in the gradual…
With the COVID vaccine’s worldwide distribution and adoption starting last week, many investors are aiming to project an inflation outlook…
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