What we can expect in the markets and economy under a Biden administration and split Congress.
Client Letter | Election Clarity for the Markets | November 9, 2020
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Research
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.
Are the Polls Wrong Again? | Weekly Market Commentary | October 26, 2020
As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls are saying.
Market Insight Quarterly| Third Quarter 2020 | October 21, 2020
Stocks were lifted by the stronger-than-expected economic rebound, as fiscal and monetary stimulus continued to provide support.
Earnings Growth is Approaching|Weekly Market Commentary|October 12, 2020
This earnings season, corporate America will get closer to the return of earnings growth—which is likely in the first quarter of 2021.
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.
Client Letter | Signs of Strength in the Economy | October 1, 2020
Signs of market and economic strength tell us that better times likely are coming in 2021…
What Technology’s Correction Means | Weekly Market Commentary | September 28, 2020
Despite September weakness in the technology sector that has dragged the broader market lower, we expect leadership to continue given supportive underlying fundamental and technical conditions.
Central Bank Season | Weekly Market Commentary | September 21, 2020
Central bank policies remain focused on economic recovery, with an eye on COVID-19 developments.