Insights

The Brookmont Investment Team discusses the expected recession, labor tightness affecting fed policy, the reopening of China, and looking at the 2023 equity markets. 

The Federal Reserve continues there hawkish actions and narratives due to the labor market while value stocks present long-term investors with attractive valuations.

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.

Core inflation has peaked and the ongoing labor shortage might provide the necessary cushion for a soft landing

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

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.

3rd Quarter 2021 firm commentary 

Inelasticity of Demand and Pricing Power Reduces Inflationary Pressures

Interest rate movements are causing a broad value rotation as the 10-year Treasury Rate rose 87%

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 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...

During the 2nd Quarter of 2020, the market........

The COVID-19 lockdowns and zero commission brokerage accounts.....

When searching for “quality” long-term investments, some of the most important and easily quantified measurements are those....

The first four days of the week of March 23rd.....