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View from the EDGE

06 Mar 2020March 2020: View from the EDGE

In the last weeks of February, global equity markets experienced a severe selloff as cases of the coronavirus spread well beyond China. Our model research indicates a negative outlook for European, Japanese and Emergi…

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06 Mar 2020March 2020: View from the EDGE Podcast

Our model research indicates a negative outlook for European, Japanese and Emerging Market equities.  U.S. equities remain overvalued despite the S&P 500 index decline of over 10% from its mid-February high. The model’…

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07 Feb 2020February 2020: View from the EDGE

The Coronavirus (2019-nCoV) is creating uncertainty related to its potential impact on economic demand and supply chain management centered in Asia. At the same time, recent changes in several economic indicators such as fa…

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06 Feb 2020February 2020: View from the EDGE Podcast

The onset of the Coronavirus alongside recent changes in several economic indicators have increased the level of uncertainty for global economic growth.  Correspondingly, our research indicates a less positive outlook fo…

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08 Jan 2020January 2020: View From the EDGE Podcast

We begin the year of 2020 summarizing the fourth quarter of 2019 and looking ahead into the new year. The fourth quarter was strong with China trade talks being positive. This helped ease investor fears of an imminent recession&…

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