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Research Whitepapers

Concentrated Stock Quarterly Update Q2 2022

We remain conservative (U.S.) and cautious (International) with equity exposure as we believe that near-term equity drawdown risk remains elevated with the unfriendly mix of higher inflation, recession risk, and rising rates.

Our base case view is that the monetary policy response priced by markets should curb inflation with only an economic slowdown or a mild recession. However, markets will likely remain volatile until the growth/inflation backdrop improves, as investors swing between inflation frustration and recession obsession.

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Featured Posts NorthCoast President's Posts Market Insights

Steering Through Future Uncertainties | President’s Post Q4 2023

President and CIO Patrick Jamin, CFA, FRM, observes markets anticipating a smooth landing with...

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Research Whitepapers

Concentrated Stock Quarterly Update Q2 2024

During December, inflation and monetary policy continued to be the key macro factors driving asset...

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Featured Posts Market Insights

Easing Inflation, Market Rotation, and Election Uncertainties - Market Update August 2024

Current Equity Exposure

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