We favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021.
Global Portfolio Strategy
Global Portfolio Strategy | December 9, 2020
Stocks rose sharply in November after falling the prior two months, as the S&P 500 Index returned nearly 11%.
Global Portfolio Strategy | November 10, 2020
Stocks fell for the second straight month in October as Election Day approached and brought policy uncertainty that historically has driven volatility.
Global Portfolio Strategy | October 9, 2020
A global review of September performance and a look forward, with a focus on potential impacts from the election and another stimulus package.
Global Portfolio Strategy | August 11, 2020
Stocks continued to rally in July despite elevated COVID-19 cases in many US states and globally.
Global Portfolio Strategy | July 10, 2020
Stocks continued their strong run in June, despite rising COVID-19 cases, and we upgraded our view of growth stocks.
Global Portfolio Strategy | June 9, 2020
Market pundits may have to revisit the popular “Sell in May” adage as stocks rose for the seventh May in the past eight years…
Global Portfolio Strategy | May 11, 2020
As May began, investors continued to try to reconcile the strong rebound in stocks with the devastating economic damage from COVID-19.
Global Portfolio Strategy | A Bridge to the Other Side | April 9, 2020
We continue to follow our Road to Recovery Playbook to determine where we are in the stock market’s bottoming process…