The New “New Normal”
Since nearly the beginning of the Covid-19 pandemic, we have all hoped for an end to the harsh restrictions and…
Totally Toxic
There may have been no more reviled corner of the stock market in its history than tobacco stocks were in…
Likes/Dislikes – December 4, 2020
Below are Evergreen Gavekal's Likes/Dislikes for December 4, 2020.
The Second Cold War
Thanks to our partnership with Gavekal, Evergreen has a unique view into what’s happening in China and, more broadly, Asia.…
Likes/Dislikes – November 27, 2020
Below are Evergreen Gavekal's Likes/Dislikes for November 27, 2020.
Likes/Dislikes – November 20, 2020
Below are Evergreen Gavekal's Likes/Dislikes for November 20, 2020.
The Next Frontier?
When investors consider potential investment areas, headwinds and tailwinds are important factors that help provide clues about the future of…
Likes/Dislikes – November 13, 2020
Below are Evergreen Gavekal's Likes/Dislikes for November 13, 2020.
Pricing the Post-Election World
In the days leading up to the US election, markets seemed to be pricing in (1) uncertainty that would drag…
How Should Investors Think About the 2020 U.S. Election?
The day after election night, Senior Wealth Consultant and Partner, Jeff Otis, interviewed Evergreen investment committee members Louis Gave, CEO…
Likes/Dislikes – November 6, 2020
Below are Evergreen Gavekal's Likes/Dislikes for November 6, 2020.
MMM Good or MMM Bad?
For all of us Baby Boomers, Campbell Soup’s iconic tag-line of “MMM Good” was burned into our collective memories at…