2019 Outlook — Washington

Our 2019 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year.  We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2019.

The 2019 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2019 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Washington” section of the 2019 Bespoke Report, which discusses the performance of equities based on the political composition in DC and how the current environment is more polarized than it has ever been.

To view this section immediately and all other sections, sign up for our 2019 Annual Outlook Special!

2019 Outlook — Thematic Performance

Our 2019 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year.  We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2019.

The 2019 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2019 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Thematic Performance” section of the 2019 Bespoke Report, which discusses drivers of relative performance across quantitative strategies, market cap size, volatility markets, tax rate, international revenue exposure, and correlation trading.

To view this section immediately and all other sections, sign up for our 2019 Annual Outlook Special!

2019 Outlook — Credit Markets

Our 2019 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year.  We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2019.

The 2019 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2019 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Credit Markets” section of the 2019 Bespoke Report, which reviews recent returns, current risk premiums and themes, and implications for equities in the US corporate credit markets.

To view this section immediately and all other sections, sign up for our 2019 Annual Outlook Special!

2019 Outlook — Market Cycles

Our 2019 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year.  We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2019.

The 2019 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2019 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Market Cycles” section of the 2019 Bespoke Report, which focuses on market performance during the late stages of bull markets, in bear markets, as well as corrections.

To view this section immediately and all other sections, sign up for our 2019 Annual Outlook Special!

2019 Outlook Report — Valuation

Our 2019 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year.  We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2019.

The 2019 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2019 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Valuation” section of the 2019 Bespoke Report, which focuses on how the market and individual sectors look now on a valuation basis relative to recent and very long-term historical averages.

To view this section immediately and all other sections, sign up for our 2019 Annual Outlook Special!

2019 Outlook Report — Housing

Our 2019 Bespoke Report market outlook is the most important piece of research that Bespoke publishes each year.  We’ve been publishing our annual outlook piece since the formation of Bespoke in 2007, and it gets better and better each year!  In this year’s edition, we’ll be covering every important topic you can think of dealing with financial markets as we enter 2019.

The 2019 Bespoke Report contains sections like Washington and Markets, Economic Cycles, Market Cycles, The Fed, Sector Technicals and Weightings, Stock Market Sentiment, Stock Market Seasonality, Housing, Commodities, and more.  We’ll also be publishing a list of our favorite stocks and asset classes for 2019 and beyond.

We’ll be releasing individual sections of the report to subscribers until the full publication is completed by year-end.  Today we have published the “Housing” section of the 2019 Bespoke Report, which focuses on the recent slowdown in housing-related data and where we think things will shake out in 2019.

To view this section immediately and all other sections, sign up for our 2019 Annual Outlook Special!