Client Letter | Outlook for 2021 | December 3, 2020
Looking forward to a new year with insights on 2021 stocks and bonds, the economy, and a post-election policy environment.
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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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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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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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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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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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