One of the most difficult questions for investors to answer right now is how can the US economy be struggling so much while the stock market keeps churning higher?
Dissecting The Disconnect| Weekly Market Commentary | August 10, 2020
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Research
Client Letter | Positive Territory | August 6, 2020
The S&P 500 Index has moved into positive territory and some data appears good, while other data remains troubling.
Calendar Concerns and Gold Gains| Weekly Market Commentary | August 3, 2020
Stocks may be ready for a break, but it’s still possible gold and stocks could trend higher together.
Stalling Economic Recovery May Slow Stock Market Rally | Weekly Market Commentary | July 27, 2020
Stock market weakness late last week caused investors to ask whether the long-awaited market pullback may be at hand.
Market Insight Quarterly| Second Quarter 2020 | July 21, 2020
It was the best quarter in more than 20 years for stocks as the economy reopens…
An Earnings Season To Forget | Weekly Market Commentary | July 20, 2020
This earnings season may be unpredictable and forgettable, but it may not be all bad. We offer key themes to watch.
Client Letter | Midyear Outlook 2020 | July 14, 2020
Investment insights and market guidance through year-end 2020, plus election 2020 predictions…
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.
Election Preview | Weekly Market Commentary | July 6, 2020
2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors’ minds.
Client Letter | Fourth of July Optimism | June 30, 2020
Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.