June 24, 2020
Tech names clearly benefit from COVID-19 disruption, specifically in a more rapid adoption of cloud computing. But in this segment we focus on Eli Lilly (LLY), our cleanest growth story in Pharma with a strong product pipeline and catalysts ahead.
June 8, 2020
The recent rally in equity markets has occurred despite weak overall economic activity and still bearish investor sentiment. The key factor is the rapid growth in money supply, which has created an unprecedented global liquidity boom to support markets in the face of extraordinary hurdles. US News 6/8/20
May 21, 2020
Low bond yields drive equity market and our move to ‘sustainable dividend yield’ names. We expect short term consolidation followed by higher levels in the SPX H1 2021 and economic recovery to 2019 levels by late 2021.
May 15, 2020
Speaking with Haidi Stroud-Watts on Bloomberg Daybreak Australia, Andrew discusses the outlook for oil prices and the potential for attractive investments in US Energy.
May 15, 2020
Investors are bracing for more turbulence in U.S. stocks, as some states prepare to reopen their economies and global trade tensions rise. Andrew mentions JSC’s focus on stocks he believes can maintain high dividend yields, especially within the pharmaceutical industry.
April 28, 2020
Lower for longer bond yields make bond-like equities an eventual substitute for frustrated income investors. Companies with sustainable dividend yields fit the bill. Andrew mentions a few names in particular while speaking on TD Ameritrade Network.
April 10, 2020
A strategy involving a loss limit rule may position you to maximize gains, limit more severe drawdowns during a bear market and drive tax-efficient investment returns.
April 06, 2020
Speaking with Nicole Petallides on TD Ameritrade Network, Andrew discusses the three curves we expect to see during the next economic recovery and outlines our best-positioned investment themes.