Dissecting The Disconnect| Weekly Market Commentary | August 10, 2020
Markets are looking forward to better days ahead.
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.
Digital Midyear Outlook 2020 | July 16, 2020
Investment insights and market guidance through year-end 2020, plus election 2020 predictions.
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.
