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Research Publication

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.
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Research Publication

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.
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Research Publication

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.
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Research Publication

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.
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Research Publication

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.
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Research Publication

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.
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Research Publication

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.
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Research Publication

Record GDP on the Eve of the Election|Weekly Market Commentary| November 02, 2020

GDP grew 33.1% annualized in the third quarter, the sharpest rebound in GDP since WWII.