Investment insights and market guidance through year-end 2020, plus election 2020 predictions…
Client Letter | Midyear Outlook 2020 | July 14, 2020
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Research
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.
The Future of Fixed Income | Weekly Market Commentary | June 29, 2020
Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.
5 Reasons We Favor US Stocks | Weekly Market Commentary | June 22, 2020
Among developed markets, we maintain our preference for US equities over international, but the bout of strong performance for the MSCI EAFE Index…
Potential Paths For Stocks In The Second Half | Weekly Market Commentary | June 15, 2020
Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.
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…
Prospects for a Swoosh-Shaped Recovery | Weekly Market Commentary | June 8, 2020
The US economy almost certainly entered a recession in March 2020 as a result of the lockdowns and business closures to contain the COVID-19 pandemic…
Client Letter | Looking Forward | June 4, 2020
As we look ahead to the summer months, we can’t help but think what a challenging year it’s been so far…