Quality Growth Boutique
2021-04-26_VP_QG_100-days_teaser
Market Update

100 days Biden: Economic recovery and growth now have to be the market’s tailwind

While higher interest and inflation rates may more predominantly impact owners of long-duration assets in a variety of ways, they are also simply a positive signal of strong economic growth, which is a good thing. They also should enable for a more generally healthy pricing environment for risk assets. Higher interest rates are not necessarily something terrible to be only feared.
Read more
Quality Growth Boutique
2021-01-20_QG_a-change-in-administration-in-the-US-typically_teaser
Market Update

Will US stimulus spending lead to greater inflation and higher interest rates?

With US President Biden’s $1.9 trillion Covid relief package, alongside the recently proposed $2.25 trillion in infrastructure projects, there is growing concern about the impact these programs could have on inflation and interest rates globally. In the investment world, we have been operating amid declining rates and low inflation for so long that few may realize the impact rising rates would have on investment returns.
Read more
Quality Growth Boutique
2021-02-25_MU_us-tech_teaser
Market Update

What’s justified and what’s not in the hype over US technology stocks

While COVID has been a key source of disruption across multiple facets of our lives, the virus-induced effects have served a useful purpose by accelerating some important business trends that were already underway. We can all agree data proliferation and the continued digitization of the world certainly are not slowing. What's less clear is which companies will benefit.
Read more
Quality Growth Boutique
2018-06-06_mp_china-a-shares_teaser
Market Update

Will rising anti-monopoly regulations impair the growth of the Chinese internet giants?

Alibaba had hoped to position Ant with a greater emphasis on the “tech” part of the business and the margins and returns that usually accompany that model, but now it clearly could be a much less profitable, albeit still very large and successful, financial holding company. Portfolio manager Brian Bandsma breaks down what increased regulatory scrutiny means for some of China’s large internet companies.
Read more
Quality Growth Boutique
2021-01-20_QG_a-change-in-administration-in-the-US-typically_teaser
Market Update

A change in administration in the US typically has little impact on long-term market returns

The market craves stability and transparency. As an efficient auction mechanism, it relies on visibility to price stocks and economic activity. Typically, the market—and people in general—do not like change, but this time, as we stand at the precipice of a tremendous change, what we are seeing is actually a potential return to real stability, normality and transparency.
Read more