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Breakdown July 23, 2021

By Steven Vannelli, CFA in Economy, Knowledge Leaders, Markets

We believe the technology sector is broadly breaking down. ​​​​​That’s the bad news. The good news is that the correlation between pure growth stocks and pure value stocks has plunged. This means that growth only explains about 5% of the movement in value stocks right…

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Is the Re-Opening/Value Trade Over? July 07, 2021

By Steven Vannelli, CFA in Markets, Portfolio Management

Interest rates have been falling in recent months leading some to speculate that the “re-opening” trade has run its course. This in turn begs the question as to whether the “value” trade is over. On both accounts, we see signals that still point to an…

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Subsea 7 works under the water, at all depths, providing engineering, construction, specialty technologies and maintenance for the offshore energy industry from traditional oil rigs to renewable energy. As owner and operator of one of the most advanced fleets of ships and remote-operated underwater vehicles…

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With 600 stores in the UK, B&M European Value is a leading British retailer of discount goods, including groceries and general merchandise. It’s this company’s unique business model which differentiates B&M and keeps it growing consistently. By focusing on stocking a limited assortment of only…

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