A global review of September performance and a look forward, with a focus on potential impacts from the election and another stimulus package.
Global Portfolio Strategy | October 9, 2020
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Research
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.
The Bull Case for Stocks | Weekly Market Commentary | September 14, 2020
Markets have been on a wild ride in September so far, with a strong first two days of the month followed by one of the sharpest 10% corrections ever for the NASDAQ.
Global Portfolio Strategy | September 11, 2020
Stocks continued their positive momentum with strong gains in August before volatility returned in early September.
Top 10 Investor Questions | Weekly Market Commentary | September 8, 2020
Many investors, ourselves included, find it difficult to understand why stocks have done so well lately in such a challenging economic environment and COVID-19 still an ongoing threat.
Client Letter | Back to School in a New Way | September 3, 2020
Going back to school signals changes for everyone, including COVID-19 preparedness, an election, and impressive S&P 500 performance.
A Trump Second Term: Upside and Risks | Weekly Market Commentary | August 31, 2020
A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration…
A Biden Presidency: Upside and Risks | Weekly Market Commentary | August 24, 2020
Potential market impact if former VP Joe Biden is elected president, including taxes, regulation, initiatives, and governance.