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January 4, 2024
IPOs to Watch in 2024
In May 2019, the inaugural edition of our now-annual “IPOs to Watch” series highlighted a selection of Initial Public Offerings (IPOs) for investors to watch. At the time, we titled the article “Chasing Unicorns,” reflecting the unprecedented surge of unicorn companies – private entities valued at over a billion dollars – emerging in private markets. […]
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December 28, 2023
Will the IPO Market Rebound in 2024?
Despite initial predictions of a continued market decline from 2022 into 2023, the market has exhibited remarkable resilience this year, approaching all-time highs as expectations around inflation and the Fed’s next move have shifted. Recently, Evergreen's partner, Louis Vincent-Gave, published a comprehensive review of several unexpected bull markets that we witnessed in 2023: Despite the […]
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December 21, 2023
Long Bonds And A Dovish Fed
After last Wednesday’s pivot by the Federal Reserve, the US dollar slumped, cyclicals rallied hard, gold and precious metal miners soared, and long-bond yields around the world, but especially in the US, fell. On the following day, the European Central Bank came out and essentially said “we don’t know what the Fed is on about, […]
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November 22, 2023
Insights Into Investing from "Zero to 1"
Investing in emerging technologies isn’t for the faint of heart. This reality became abundantly clear when two leading companies in the Space and Artificial Intelligence (AI) industries experienced both literal and figurative combustible moments last week. In the literal sense, Elon Musk’s SpaceX launched its highly anticipated next-generation megarocket, dubbed "Starship," into orbit on Saturday […]
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November 16, 2023
The Fed Pauses...Now What?
A little under a month ago, various Federal Reserve governors started to signal that the US central bank might have reached its terminal destination in this hiking cycle. Of course, such statements were replete with caveats that short rates would stay “higher for longer”, even as history shows that, aside from 2006-07, once the Fed […]
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November 2, 2023
Soup Up Your Balanced Portfolio, Don't Take it to the Junkyard!
On October 19th, the Wall Street Journal (WSJ) published an article by Eric Wallerstein entitled, “The Trusted 60-40 Investing Strategy Just Had Its Worst Year in Generations. Higher interest rates and inflation are upending millions of Americans’ retirement planning. Wall Street’s boilerplate mix of stocks and bonds isn’t cutting it anymore.” In short, the author […]
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October 5, 2023
The Sustainability of US Debt (Part One)
A political deal may have been cobbled together to keep the US government operating until November, but on Monday treasuries kept selling off. As investors game out what the funding deal means for monetary policy, they are unlikely to find succor in the US’s poor fiscal outlook. Some analysts blame this fiscal deterioration on past […]
By: Will Denyer
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September 28, 2023
IPO Market Gains Momentum
Activity in the Initial Public Offering (IPO) market plays a pivotal role in guiding private market companies and investors alike. While IPO activity all but dried up in 2022, the IPO market has shown signs of life in 2023. In 2022, a meager 71 IPOs managed to raise $7.7 billion in proceeds in the United […]
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September 7, 2023
What Are Banks Saying?
If money represents the lifeblood of the economic world, then commercial banks are the beating heart that pump it around the system. This is why several Gavekal indicators—notably our velocity indicator—are built around the absolute and relative performance of bank stocks. One rule of thumb states that a country or region in which bank stocks […]
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August 17, 2023
Strong Economic Momentum Leads to New Bull Market for Stocks
This edition of Evergreen Chartbook was recorded in a webinar format where Co-Chief Investment Officer Jeff Dicks discusses key charts driving this year's resurging stock market, current risks facing financial markets, and how Evergreen is positioning client portfolios.  DISCLOSURE: Securities highlighted or discussed in this communication are mentioned for illustrative purposes only and are not a recommendation […]
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