Portfolio manager John Stephenson has concerns that peaking earnings, economic growth, rising inflation, a flattening yield curve, and a maturing business cycle are weighing on stocks. Despite investor angst, fundamentals   Read More

Portfolio manager John Stephenson has concerns that peaking earnings, economic growth, rising inflation, a flattening yield curve, and a maturing business cycle are weighing on stocks. Despite investor angst, fundamentals   Read More

Retail stocks have been struggling for some time now, but all is not lost. There are some bright spots in the consumer discretionary sector—those companies that are off-price retailers or   Read More

In a tough market, there are good opportunities for top U.S. retail stocks . . . but only for those firms that are rewriting the rules. John Stephenson, an award-winning   Read More