Take a look at what we can expect in the stock and bond markets, the economy, and a new post-election policy environment in 2021.
A Positive Outlook for 2021 | Weekly Market Commentary | December 7, 2020
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Research
Client Letter | Outlook for 2021 | December 3, 2020
Looking forward to a new year with insights on 2021 stocks and bonds, the economy, and a post-election policy environment.
COVID-19 May Threaten the Recovery | Weekly Market Commentary | November 30, 2020
Increased COVID-19 cases do not appear to affect the stock market, but new restrictions may be impacting economic data.
Frothy Sentiment Rides Bullish Technicals | Weekly Market Commentary | November 23, 2020
The S&P 500 is up, and small caps have soared. Sentiment could be getting a little frothy as well, which may increase the odds of a pullback.
Q3 Results Brighten 2021 Picture | Weekly Market Commentary | November 16, 2020
Corporate earnings are beating expectations and stocks may be in a new bull market.
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.
Market-Friendly Election Outcome | Weekly Market Commentary | November 9, 2020
Equity returns have been strongest under a split Congress. What we can expect under a Joe Biden administration.
Client Letter | Election Clarity for the Markets | November 9, 2020
What we can expect in the markets and economy under a Biden administration and split Congress.
Client Letter | Election 2020 Is Undecided | November 4, 2020
Choosing our next president may take longer this time, but temporary uncertainty at the polls should not slow our economic recovery.
Record GDP on the Eve of the Election | Weekly Market Commentary | November 02, 2020
2020 has been a year of records, both record losses and record gains. After a brutal spring, markets and the economy have mostly rebounded in the summer and fall.