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Market Insights

May 16th, 2023 | by Michael E. Schroer, CFA

The market consensus appears to indicate expectations of a recession to start later this year. What does this mean for stock market investors? Is it possible to time the market and preserve capital by predicting the onset of and recovery from a recession?

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Market Insights

May 16th, 2023 | by Michael E. Schroer, CFA

The market consensus appears to indicate expectations of a recession to start later this year. What does this mean for stock market investors? Is it possible to time the market and preserve capital by predicting the onset of and recovery from a recession?

Read More

International Investing, Market Insights

May 12th, 2023 | by William Sterling, Ph.D.

While U.S. economic data remains mixed because of weak retail sales and an easing labor market, China’s first-quarter GDP beat expectations.

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Market Insights

April 21st, 2023 | by Michael E. Schroer, CFA

Stocks are off to a positive start thus far in 2023, but the leadership of the market advance has been notably narrow. Renaissance Investment Management’s Michael E. Schroer, CFA, contends that investors willing to hold diversified portfolios could be rewarded over the long term. Potentially more than those with portfolios overweighted with mega cap stocks.

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Advisor Insights, Market Insights

April 12th, 2023 | by Tara Doyle

ESG critics have garnered plenty of attention in recent weeks, while client interest in sustainable investing keeps growing. What does this disconnect mean for the broader investor community? How can we expect the landscape to evolve?

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Advisor Insights, International Investing

April 5th, 2023 | by Kasia Kiladis

Despite the recent chill in U.S.-China relations, both countries remain top trading partners and have insisted they do not want a new Cold War.

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Advisor Insights, International Investing

March 29th, 2023 | by Michael E. Schroer, CFA

Stock markets around the globe have rallied since last September, with international markets generally outperforming U.S. stocks. Some of this outperformance may be due to a contraction in the valuation discount of international markets versus U.S. markets, but the relative valuation of overseas markets remains very attractive.

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