weekly content in the form of custom videos, blog-post style articles, and more. Drug Channels delivers timely analysis and provocative opinions on pharmaceutical economics and the drug distribution system. Positive bar values denote.S. The reversal in Technology and growth names was notable in recent weeks, but Equity Hedge strategies navigated the weakness well and continue to benefit from fundamental tailwinds. Fundamentals remain decent, but if long-term rates continue to leak higher, we likely will remain neutral. Data from June 30, 2012 - June 30, 2018. Each week, you will receive an email to let you know that a new section of content is available. How does it work? Hypothetical returns do not represent investment returns or the results of actual trading. If, as we expect, both of these negative factors reverse to become positives in the coming months, the sentiment improvement from faster economic growth also could be larger.
Our management philosophy originates from our people. They represent general market results, assume the reinvestment of dividends and other distributions, and do not reflect deduction for fees, expenses or taxes applicable to an actual investment. Our base case is that the.S., Europe, and China ultimately will negotiate solutions that avoid a sharp economic trade contractioneven if the negotiations proceed slowly and unevenly. Plus we have structured our course activities to be directly applicable to your individual job, so you'll never feel like you're wasting your time. We largely attribute the decline in correlation to the Feds shift from quantitative easing toward quantitative tightening, to the gradual rise in inflation and volatility, and to the maturation of the.S. Sustainability, how We Do It, how we ensure sustainability and support communities at the local level. The two sectors with the highest percentage of positive earnings surprises include Health Care and Information Technology.