ECB waits for 3%+ inflation levels. Water is a hot topic in ESG investing. Markets rebound after COVID related sell off, but small caps going nowhere.
We honor the passing of a great investor this week. We also review the stimulus package and find some interesting opportunities in value stocks.
Today’s release of unemployment statistics in the US is impressive. Analyst comments put the current interest rate jitters in a historical perspective.
Inflation threats scared the market, and sent tech shares down. We discuss seasonality and highlight weakness can resurface after a bounce.
The global semiconductor shortage calls for capital investments. Commodity inflation is here. CPIs are low still, but long bonds sell off. Biotech is a sweet spot.
AVC Advisory’s Alan McGregor and Michael Barry interview Andrey Movchan, an asset manager and non-resident scholar of the Carnegie Moscow Center.