Portfolio Compass

Portfolio Compass | August 21, 2019

We have maintained our S&P 500 Index year-end fair value target of 3,000 despite our lowered economic and earnings growth forecasts amid trade uncertainty…

Portfolio Compass | June 19, 2019

We maintain our year-end 2019 fair value target for the S&P 500 Index of 3,000. Despite a slight reduction in our 2019 S&P 500 earnings forecast and heightened trade tensions…

Portfolio Compass | April 18, 2019

We maintain our slight preference for value due to attractive relative valuations after a sustained period of growth out performance.