Read about our thoughts on the market and how we are positioned to take advantage of future opportunities
Historic Rate Moves Drive Down Valuations
The Brookmont Investment Team discusses the expected recession, labor tightness affecting fed policy, the reopening of China, and looking at the 2023 equity markets.
A Hawkish Fed and Attractive Valuations
The Federal Reserve continues there hawkish actions and narratives due to the labor market while value stocks present long-term investors with attractive valuations.
Example of Strong Pricing Power (UPS)
Dividend Growth Stocks display strong pricing power by having the ability to pass along costs to their customers and improve their margins through efficiency improvements brought on by technology.
Inflation Labor, and Rates: Recession or Slowdown?
Core inflation has peaked and the ongoing labor shortage might provide the necessary cushion for a soft landing
Brookmont 2nd Quarter Commentary
Inflation, Resurgence of COVID Lockdowns in China, and the changing of supply chains.
The Brookmont research team discusses the secular and cyclical drivers for the bullish sentiment for the semiconductor industry
Brookmont 2022 Market Commentary
In this type of environment, it is important to still keep fundamentals in mind and focus on quality companies that produce growing cash flows, as these companies weather volatility in a more efficient manner than the overall market.
Interest Rates and Vaccination Rate Volatility Brings Buying Opportunities
Inflation fears and stalling unemployment have led to a volatile market, presenting buying opportunities for quality companies
The Importance of Pricing Power
Inelasticity of Demand and Pricing Power Reduces Inflationary Pressures
Speculative Assets Make News, Cyclicals Make Returns
2021 Market Commentary
The Great Lockdown resulted in a 31.4% decrease in annualized US real GDP in the second quarter. This, however, marked the bottom of the recessionary trough with real GDP rebounding 33.4% in the third quarter.
The Great Value Rotation
The work from home displacement caused by the Covid-19 pandemic has led to a peak in the Price to Earnings ratio of the Russell 1000 Growth...
Rise of the Quarantined Day Trader
The COVID-19 lockdowns and zero commission brokerage accounts.....
Not All Dividends Are Created Equal
When searching for “quality” long-term investments, some of the most important and easily quantified measurements are those....