Evergreen Gavekal

Retail Realities (Part I)

Michael Johnston / August 4, 2017

This week’s EVA brings a special opportunity for Evergreen to sit down with Nordstrom’s Co-President, Erik Nordstrom, and ask ten questions on the future of retail.

Since the global financial crisis erupted nearly 10 years ago, central banks have drenched the financial system with more than $10 trillion. One of the many consequences of this gigantic money deluge has been the dampening of cyclicality for both the financial markets and the economy.

Passive Regression

Michael Johnston / July 21, 2017

Much has been written in this publication’s pages about “ETF-mania” and the rise of passive investing. In fact, devoted readers need not look farther than last week’s Pull It Together (Part II) EVA to read a quick synopsis of Evergreen’s belief that the passive fad is sure to end poorly.

Pull it Together, Dave! (Part 2)

David Hay / July 14, 2017

This week’s EVA is a continuation of last week’s “Pull It Together” issue. The main idea is to summarize the key factors and forces Evergreen sees impacting the financial markets now and, more importantly, in the future.

Pull it Together, Dave! (Part 1)

David Hay / July 7, 2017

Every so often, I like to summarize our “CinemaScope” view of current conditions. Perhaps these days it should be called our “IMAX outlook”, but the point is to try to pull together our big picture perception of the financial and economic landscape.

Retail Realities (Part I)

Cycles (Still) Happen

Passive Regression

Pull it Together, Dave! (Part 2)

Pull it Together, Dave! (Part 1)