Watching & Waiting
As we move forward into 2023, Watching and Waiting seems an apt description of the posture of investors and where we find ourselves today.
Difficult Environments Call for (Balance Sheet) Strength
One of the areas where our equity research team is most focused is on the strength of corporate balance sheets.
Looking Back and Looking Ahead
Since we find ourselves at the beginning of a new year, let’s take a broad look back at what we have seen transpire over the past 12 months.