C.J. Lawrence Weekly – Trade Stand-Off May Lead to Long Term Gain, Short Term Pain. Overweight Communications Services

We’ve written previously about the longer-term impact of the trade war on sourcing and manufacturing decisions, and our belief that one of the stand-off outcomes will be the re-shoring of manufacturing capacity back to the U.S. over the next several years. But in the meantime, the global economy ...
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C.J. Lawrence Weekly – Regardless of Outcome, the U.S.-China Trade Dispute May Accelerate the U.S. Manufacturing Renaissance

Editor’s Note: A month ago we wrote about growing unease among U.S. businesses operating in China.  We are recirculating that note this afternoon as trade tensions between the U.S. and China reach a new level.  The imposition of tariffs on Chinese imports by the U.S., retaliatory tariffs on ...
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C.J. Lawrence Weekly – Regardless of Outcome, the U.S.-China Trade Dispute May Accelerate the U.S. Manufacturing Renaissance

But the U.S., which has been undergoing its own industrial and manufacturing renaissance, catalyzed by the evolution of low-cost energy production and availability, is poised to gain its fair share of global industrial growth and new opportunities created by “reshoring” initiatives. Low cost en...
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C.J. Lawrence Weekly – Individual Investors Sell Stock and Bond Funds, While Institutional Investors Shun Stocks

Outflows from domestic equity mutual funds and exchange traded funds (ETFs) accelerated into year-end 2018.  According to data from the Investment Company Institute (ICI), domestic equity funds experienced outflows of $105.5 billion in 2018, $30 billion of which flowed out in the fourth quarter.  ...
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