Revisiting Earnings and Earnings Multiples as Drivers of the Equity Markets
Doug Cohen, managing director, portfolio management, began the year with a "20 Questions" (and Answers) market overview that covered pertinent capital market issues for 2019. Doug revisits these issues, returning with the two variables that determine equity prices: earnings and earnings multiples.
Are You Up to Date on the Latest Market Moves?
Harkening back to the days of final exams and all-night cram sessions, Doug Cohen, managing director, portfolio management, shares this month’s market outlook and analysis in the form of a multiple-choice quiz. Sharpen your pencils and test your knowledge of what propelled the markets in the first quarter of 2019.
What to Watch: Interest Rates, Inflation, and Earnings
Doug Cohen, managing director, portfolio management, revisits his analysis of the likelihood of interest rate hikes in 2019 as posed in his “20 Questions” blog series. Also on his radar: inflation and earnings have reached key inflection points.