Secular Outlook

Secular Outlook Series

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The New Neutral Revisited – Active Investing for the Secular Horizon
Opportunities in Global Credit
Secular Outlook

Opportunities in Global Credit

As major central banks pursue accommodative monetary policy, private sector fundamentals improve and technical factors continue to support the fixed income markets, we are constructive on credit. We identify four regions where select industries and c

Nearing the Mark on Inflation
Seeking to Prolong U.S. Expansion
Secular Outlook

Seeking to Prolong U.S. Expansion

Many of the restraints on U.S. growth have faded, and by early next year, inflation is set to reach the Fed’s target and unemployment is likely to drop below 5%. However, the long-term potential growth rate continues to fall due to demographics and l

The Role of Secular Forum in our Investment Process