May 8, 2024
Inflection Points: The Fed vs. the Innovation Economy
Markets may move higher on growth and profitability in the coming months rather than the Fed’s decisions. By Scott Helfstein
Explore Every Angle
Latest Posts > Investment Strategy
Apr 18, 2024
Inflection Points: The Return of the Operating Leverage
Companies delivering positive operating leverage for the first time in nearly two years could provide additional fuel for equities. By Scott Helfstein
Mar 11, 2024
Inflection Points: AI Doesn’t Rhyme with Dotcom
The dotcom boom-bust is etched in many investors’ minds, but the differences between today’s market backdrop and the late 1990s are palpable. By Scott Helfstein
Jan 31, 2024
Inflection Points: The Best Defense Is a Good Offense
Buying at a market high may seem unnerving, but consider themes that lagged the market despite superior earnings growth and margin improvement. By Scott Helfstein
Dec 13, 2023
Inflection Points: Five Risks for 2024 Keeping Us Awake
Heading into 2024, we remain reasonably optimistic about the outlook for financial markets, but there are geopolitical risks investors should be aware of. By Scott Helfstein
Nov 14, 2023
Inflection Points: 4 for 24: Themes to Watch for Next Year
We see four themes that may benefit from the current macro, fundamental, and geopolitical backdrops: AI, U.S. infrastructure, cybersecurity, and healthcare. By Scott Helfstein
Oct 5, 2023
Inflection Points: Whither China, and Thematic Implications
China could chart a competitive or cooperative course, but many themes like robotics, AI, cleantech, and infrastructure remain pertinent in either case. By Scott Helfstein
Sep 4, 2023
Investment Strategy Monthly Insights: U.S. Industrial Resurgence, Cloud-Powered AI and Digital Shopping Trends
Despite global macroeconomic uncertainty, the environment appears brighter in the U.S., aided by an industrial renaissance and cloud-powered AI transformation. By Alex Roll
Aug 8, 2023
Three AI Thoughts Beyond the Headlines
We see multiple angles to the artificial intelligence investment theme, including cloud computing, chip/sensor companies, and commercial adoption. By Scott Helfstein
Jul 17, 2023
Mid-Year Thematic Review: Contrarians 1, Consensus 0
We believe investors have reasons for optimism in the second half of 2023 and beyond, supported by AI and a potential innovation boom. By Scott Helfstein
Jun 1, 2023
Inflection Points: The Coiled Equity Spring
Despite a fragile economy, we see numerous green shoots and silver linings that could support equity markets. By Scott Helfstein, PhD
Jan 17, 2023
Inflection Points – January 2023: Regime Change, Recession, Reality Check
Editor’s Note: Inflection Points is a monthly series intended to explore the underlying trends, dynamics and opportunities shaping the thematic investing landscape. ... By Scott Helfstein, PhD
Aug 24, 2022
Investment Strategy Monthly Insights, August 2022
Equities rebounded in recent weeks as investors considered the prospects of a possible pivot by major central banks, especially after China’s central bank ... By Morgane Delledonne
Jul 19, 2022
Investment Strategy Monthly Insights, July 2022
Two opposing forces appear to be dominating the market currently, with investors polarized between recession fears and bargain hunting following this year’s ... By Morgane Delledonne
May 25, 2022
Investment Strategy Monthly Insights, May 2022
Between a sustained energy crisis in Europe, rampant inflation globally, and ongoing supply chain disruptions around the world, investors across developed economies ... By Morgane Delledonne
Apr 19, 2022
Investment Strategy Monthly Insights, April 2022
After four decades of low inflation, developed economies are grappling with an inflation spike. The risk of double-digit inflation is real, as ... By Morgane Delledonne
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