
Global Portfolio Strategy | January 12, 2021
We favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021.
Read MoreWe favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021.
Read MoreStocks rose sharply in November after falling the prior two months, as the S&P 500 Index returned nearly 11%.
Read MoreStocks fell for the second straight month in October as Election Day approached and brought policy uncertainty that historically has driven volatility.
Read MoreA global review of September performance and a look forward, with a focus on potential impacts from the election and another stimulus package.
Read MoreStocks continued their positive momentum with strong gains in August before volatility returned in early September.
Read MoreStocks continued to rally in July despite elevated COVID-19 cases in many US states and globally.
Read More