Commentary

International and Global Markets Commentary & Investment Outlook

The pandemic has delivered a global growth shock, but in doing so, it has accelerated the timeline for several mega trends that we have been actively investing in, such as productivity enhancement (robotics, automation, and software), e-commerce, electronic payments, and health care.

Commentary

International and Global Markets Commentary & Investment Outlook

Up until almost every government announced “Big Bazooka” strategies to address the abrupt slowdown a quality-oriented portfolio outperformed. The stock market regime is likely to shift in the near term as massive government stimulus designed to prevent bankruptcy will do exactly that. Therefore, small businesses and poor-quality companies with dangerously high levels of debt will be bailed out.

Commentary

International and Global Markets Commentary & Investment Outlook

Progress on the trade front lifted the markets in Q4 but now comes the hard part.

Commentary

Q2 2019 Commentary and Investment Outlook

Trade tensions continue to plague confidence about the trajectory of economic growth. Trade tension-induced cost pressures, disrupted supply chains, capital tied up in excess inventories, and the uncertainty which impedes business investment plans continue to be headwinds.

Commentary

International and Global Markets Commentary and Investment Outlook

Business uncertainty resulting from trade frictions will continue to put downward pressure on economic growth. As a result, investor confidence may remain fragile (recent price declines appear to reflect this). Concerns are unlikely to dissipate soon, but we contend that international growth stocks represent a good investment opportunity.

White Paper

Is The Best Yet To Come For Equity Investors?

In the current long bull market, many investors are wondering if the stock market can continue its steady rise. Are the markets and global economy “as good as it gets,” or is “the best yet to come” for equity investors? Chautauqua Capital Management explores this question in its recent market update and global outlook.

Commentary

Global Market Outlook & Market Update- As Good as It Gets

At the height of this eight-year bull market, we are trying to reconcile the notion that the markets and the global economy may be “as good as it gets” with the potential that as a result of technological change and increased market volatility, “the best may be yet to come.”

White Paper

Navigating Risks and Opportunities in the Global Market

Uncertainty abounds in the global marketplace – what are the risks and opportunities, and what is an investor to do in today’s markets? Chautauqua Capital Management discusses how to invest in the current environment.

White Paper

Navigating the Investing Complexities of China

After an extremely rapid industrial transformation, China sits at a crossroads that presents both compelling opportunities and significant risks. However, investing success demands a deep understanding of China’s long-term plans, political landscape and key trends. Brian Beitner, Managing Partner of Chautauqua Capital Management, discusses China’s complexities and inherent investment opportunities.