GARY stocks

Mathan Somasundaram

GARY identifies companies that are able to deliver growth and yield at a reasonable cost. GARY offers a middle ground when uncertain markets flip flop between growth and yield. Predominantly small cap oriented GARY underperformed over the past month as large caps on stretched multiples continued to outperform. Show More

Mathan Somasundaram

Global markets are moving from deflation and low rates to an inflation and rate rising environment. Recovering economies will deliver growth while struggling economies will see capital outflows. The changing global dynamics will continue to push investors towards a better equilibrium between growth and yield. We see this transition driving... Show More

Marcus Tuck

The US economy is already in its eighth year of expansion, albeit one of sub-par GDP growth until recently. S&P 500 earnings are near all-time highs, as are equity indices and valuations. Goldman Sachs’ global strategy team points out that the US has followed a fairly typical equity cycle post... Show More