Portfolio Compass

Portfolio Compass | December 19, 2019

Fundamentals and yields appear good in real estate, but interest-rate sensitivity and our preference for cyclical sectors lead to our neutral view….

Portfolio Compass | November 20, 2019

Relative valuations and the latest move higher in interest rates favor value stocks, but recent Federal Reserve (Fed) rate cuts and slowing economic growth favor growth…

Portfolio Compass | October 16, 2019

We have maintained our S&P 500 Index year-end fair value target of 3,000 even as the index hovers near that level following recent progress on U.S.-China trade discussions…

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…