Takeaways & Key Expectations
Articolo mensile su analisi di mercato per il medio e lungo periodo.
Takeaways & Key Expectations
| Takeaways & Key Expectations • 31-dic-2025 | |
Equity Market Commentary - December 2025
Andrew Slimmon
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon presents a timely discussion regarding his team’s stock picking techniques and ‘trifecta stocks.'
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| Takeaways & Key Expectations • 22-dic-2025 | |
2026 Equity Outlook - December 2025
Andrew Slimmon
In his 2026 Equity Outlook, Senior Portfolio Manager Andrew Slimmon suggests the Bull Market Isn’t Done Yet. Despite being late-cycle, 2026 looks positive for US equities—thanks to rate cuts, fiscal stimulus, and cautious sentiment.
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| Takeaways & Key Expectations • 19-nov-2025 | |
Equity Market Commentary - November 2025
Andrew Slimmon
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon discusses why less liquidity could have the effect of extending the Euphoria stage in this late stage of the current equity bull market.
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| Takeaways & Key Expectations • 5-set-2025 | |
Equity Market Commentary - September 2025
Andrew Slimmon
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon discusses the current dichotomy between company results and investor sentiment.
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| Takeaways & Key Expectations • 20-ago-2025 | |
Equity Market Commentary - August 2025
Andrew Slimmon
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon discusses ways the equity market could still surprise, whether further to the upside or offering an opportunity to put money to work.
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| Takeaways & Key Expectations • 28-lug-2025 | |
Equity Market Commentary - July 2025
Andrew Slimmon
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon discusses ways the equity market could still surprise, whether further to the upside or offering an opportunity to put money to work.
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| Takeaways & Key Expectations • 14-mag-2025 | |
Equity Market Commentary - May 2025
Andrew Slimmon
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon reviews the dangers of certainty and overconfidence that caught so many flat-footed over the past month.
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| Takeaways & Key Expectations • 8-apr-2025 | |
Equity Market Commentary - April 2025
Andrew Slimmon
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon responds to the question whether the tariff induced selloff is an opportunity to be bold and add cash to equities or better to hunker down and wait for a more attractive entry point?.
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| Takeaways & Key Expectations • 28-feb-2025 | |
Equity Market Commentary - March 2025
Andrew Slimmon
In his most recent TAKE, Senior Portfolio Manager Andrew Slimmon presents reasons why market volatility in the third year of an equity bull market is a normal and healthy signal.
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Head of Applied Equity Advisors Team
Applied Equity Advisors Team
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