Is 21% Sustainable?
October 1, 2018
David P. Harris, CFA

Recent Articles

Everest is Not the Tallest Mountain
Everest is Not the Tallest Mountain
Each economic cycle has its own unique characteristics that make forecasting and market timing so difficult. In this quarter’s edition of Global Foresight, we examine why investors should rethink how they measure inflation and economic growth. The issue also explores some of the more forward-looking indicators that should become increasingly utilized by investors to monitor the health and prospects of the economy.
That 70's Show
That 70's Show
In this quarter’s edition of Global Foresight, we compare and contrast today’s macro environment with that of the 1970s.  That 70’s Show focuses on inflation from both eras due to overly accommodative central banks and supply shocks.   This issue also illustrates the stark differences in interest rates between the two periods, which made the 1970’s a uniquely difficult decade for investors.   
Trouble With the Curve
Trouble With the Curve
In this quarter’s edition of Global Foresight, we discuss the shape of the yield curve and its implications for the markets ahead and for growth and value styles in particular.
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