Stocks and bonds have struggled over the last year as yields have risen strongly, but MRP believes this is only…
McAlinden Research PartnersDecember 5, 2018
A series of individual reviews for each active MRP theme, as well as a look back on recently closed themes…
McAlinden Research PartnersOctober 31, 2018
The US economy is on fire right now and new data is prompting bond traders to catch up to the…
McAlinden Research PartnersOctober 8, 2018
The US Dollar's 2018 rally is largely a product of political and financial turmoil across other developed and emerging markets.…
McAlinden Research PartnersSeptember 28, 2018
The Technology and Consumer Discretionary sectors will lose some of their key growth companies, and the Telecom sector will cease…
McAlinden Research PartnersSeptember 5, 2018
While the 2010s belonged to FAANGs, a new grouping called the PANDAs could dominate in the 2020s, riding the tide…
McAlinden Research PartnersSeptember 4, 2018
The U.S. capital markets had a challenging time in the first half of 2018. While the brouhaha about trade wars…
McAlinden Research PartnersJuly 26, 2018
U.S. small cap stocks have been doing really well lately. What’s more, small cap value stocks are outperforming their growth…
McAlinden Research PartnersJune 6, 2018
Roughly 230 Chinese A-share stocks were added to MSCI’s emerging markets index on Friday. A-shares are stocks of Chinese companies…
McAlinden Research PartnersJune 4, 2018
