Central Bank Season | Weekly Market Commentary | September 21, 2020
Central bank policies remain focused on economic recovery, with an eye on COVID-19 developments.
Research
The Bull Case for Stocks | Weekly Market Commentary | September 14, 2020
Markets have been on a wild ride in September so far, with a strong first two days of the month followed by one of the sharpest 10% corrections ever for the NASDAQ.
Global Portfolio Strategy | September 11, 2020
Stocks continued their positive momentum with strong gains in August before volatility returned in early September.
Top 10 Investor Questions | Weekly Market Commentary | September 8, 2020
Many investors, ourselves included, find it difficult to understand why stocks have done so well lately in such a challenging economic environment and COVID-19 still an ongoing threat.
Client Letter | Back to School in a New Way | September 3, 2020
Going back to school signals changes for everyone, including COVID-19 preparedness, an election, and impressive S&P 500 performance.
A Trump Second Term: Upside and Risks | Weekly Market Commentary | August 31, 2020
A second term for President Donald Trump would likely feature a continuation of the pro-growth policies from the first term of his administration…