Portfolio Compass

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.

Portfolio Compass | March 20, 2019

Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.

Portfolio Compass | February 20, 2019

Expectations for solid but slower growth in the U.S. economy and corporate profits support our year-end 2019 fair value target for the S&P 500 of 3000.*