Eagle Views

White Papers

  • Muted optimism for continued growth
    The U.S. equity markets shrugged off early-2016 concerns about a global recession and chugged along until the populist-driven summertime Brexit vote. The U.S. presidential election overhung the markets through the fall. The Federal Reserve made it two Decembers in a row of small interest-rate increases. The markets shrugged, though, and finished the year with a strong rally. The investment professionals' discussion included what 2017 might bring overall; the Fed's next possible move; prospects for the domestic economy as well as the increasingly relevant global economy; and — perhaps most interesting to readers — how they have positioned the investment portfolios they run.
    Click here to read the paper. (pdf)

  • The United States Healthcare Industry
    An argument for active management in the small-cap healthcare space
    — Feb. 2017
    The cost of healthcare is widely considered unsustainable. Healthcare is a $3.3 trillion dollar industry, or 17 percent of gross domestic product (GDP). Healthcare spending is projected to rise to one-fifth of GDP by 2025.1 Eagle's small-cap healthcare portfolio managers and analysts see opportunity despite the uncertainties that accompany the inevitable changes in the large and dynamic industry that is healthcare.
    Click here to read more (pdf)

    1 Source: Centers for Medicare and Medicaid Services

Capital Markets Review


Quarterly

This booklet provides readers with relevant macroeconomic data. Further, it highlights select asset-class and valuation metrics.

Monthly

These single-sheet snapshots provide an overview of index returns, currency-exchange rates, style returns and more.

Capital Markets Review Quarterly Report

Click here to read.

 

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