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Chartbook Topics
- Concentrated Returns
- Magnificent Seven
- U.S. Market Participation
- U.S. Valuations
- Fed Hike Cycle
- Equity Opportunity
- Economic Growth
- Inflation Moderation
- Fed Policy
- Bond Positioning
Category: Newsletter
Are Equity Earnings & Economic Growth Sustainable – Entasis Chartbook 3Q2023
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Chartbook Topics
- Concentrated Returns
- U.S. Valuations
- U.S. Earnings
- Equity Market Risks
- U.S. Opportunity
- Foreign Opportunity
- Economic Growth
- Inflation
- Fed Policy
- Yields & Spreads
- Bond Positioning
The Magnificent Seven – Entasis Chartbook 2Q2023
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Chartbook Topics
- AI Mania
- The Magnificent Seven
- Short-Term Memory
- Earnings
- U.S. Valuations
- U.S. Risk
- U.S. Opportunity
- Foreign Opportunity
- Economic Growth
- Inflation
- Fed Policy
- Yields & Spreads
- Bond Positioning
The Push & Pull of Growth and Inflation – Entasis Chartbook 1Q2023
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Chartbook Topics
- Economic Growth
- Inflation
- Fed Policy
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- U.S. Growth v. Value
- U.S. Inflation
- Global Valuations
- Emerging Markets
- Gold
Improving Risk / Return Metrics – Entasis Chartbook 4Q2022
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Chartbook Topics
- Economic Growth
- Inflation
- Fed Tightening
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- U.S. Fundamentals
- U.S. Small- & Mid-Caps
- Non-U.S. Valuations
- Gold
- Where Are They Now?
Investor Return Gaps – Entasis Chartbook 3Q2022
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Chartbook Topics
- Economic Growth
- Inflation
- Fed Tightening
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- Free Cash Flow
- U.S. Style
- Non-U.S. Valuations
- Bear Markets
- A Light at the End of the Tunnel
Risk Averse Management – Entasis Chartbook 2Q2022
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Chartbook Topics
- Inflation
- Interest Rates
- Economic Growth
- Yields & Spreads
- Bond Positioning
- Earnings
- U.S. Valuations
- U.S. Style
- Non-U.S. Valuations
- Sector Leadership
- The Fed & Earnings
- Long-Term Focus
Managing Volatility – Entasis Chartbook 1Q2022
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Chartbook Topics
- Inflation
- Interest Rates
- Economic Growth
- Bond Positioning
- Earnings
- U.S. Valuations
- U.S. Style
- Non-U.S. Valuations
- Active v Passive
- Special Topic – Bonds & Asset Allocation
A Picture is Worth 1,000 Words – Entasis Chartbook 4Q2021
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Chartbook Topics
- Economic Growth
- Inflation
- Interest Rates
- Credit Spreads
- Earnings
- U.S. Valuations
- U.S. Style
- Non-U.S. Valuations
- Volatility
- Gold
Tax Management, Labor Shortages and Inflation – Entasis Newsletter 3Q2021
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Newsletter Summary
- Tax management should not be a substitute for portfolio management. Tax avoidance can potentially lead to gain avoidance.
- We believe one of the most effective ways to protect portfolios from inflationary risks is to buy cheap assets. In our view, these are assets that may have been (or continue to be) out-of-favor with investors for one reason or another, and therefore, have depressed prices when viewed in relation to their future earnings or growth potential.
- Taking everything into consideration, we believe interest rates continue to drift higher with the U.S. Treasury yield curve steepening (the spread between short- and long-term interest rates growing wider). As a result, we continue to position client portfolios to have less interest rate risk than our internal benchmarks.