Global Portfolio Strategy | January 12, 2021
We favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021.
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Global Portfolio Strategy | December 9, 2020
Stocks rose sharply in November after falling the prior two months, as the S&P 500 Index returned nearly 11%.
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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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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.
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Global Portfolio Strategy | September 11, 2020
Stocks continued their positive momentum with strong gains in August before volatility returned in early September.
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Global Portfolio Strategy | August 11, 2020
Stocks continued to rally in July despite elevated COVID-19 cases in many US states and globally.
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