Global Portfolio Strategy
We continue to follow our Road to Recovery Playbook to determine where we are in the stock market’s bottoming process…
The COVID-19 outbreak roiled markets over the past two weeks, putting the S&P 500 into correction territory and near a 20% bear market decline.
U.S. manufacturing data improved from weak levels, defense drove durable goods order growth, and underlying data on the U.S. consumer and job growth was solid…
2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors’ minds.
Recent economic data has been better than expected, while a summer consolidation in the markets may be possible…
Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.
Among developed markets, we maintain our preference for US equities over international, but the bout of strong performance for the MSCI EAFE Index…
Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.
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