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Perron Team
Dec 18, 20238 min read
12 Themes for 2024
1. Healthcare – Pandemic Hangover is Eclipsing and setting up for outperformance relative to the S&P500 Healthcare has historically been...
Chris Bolton
Dec 7, 20235 min read
Forget Reindeer, the Bond Market’s Sleigh is Being Pulled by Bulls
The debate is focused on when rate cuts begin, how quickly central banks will cut short-term interest rates, and how many cuts will occur.
James Nickerson
Dec 1, 20237 min read
An Arbitrary Grading of Our 12+ Themes for 2023
With the benefit of hindsight, we are giving our predicted themes for 2023 a grade based on their relevance and accuracy.
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