Election Preview | Weekly Market Commentary | July 6, 2020
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.
Weekly Market Commentary
The Future of Fixed Income | Weekly Market Commentary | June 29, 2020
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.
5 Reasons We Favor US Stocks | Weekly Market Commentary | June 22, 2020
Among developed markets, we maintain our preference for US equities over international, but the bout of strong performance for the MSCI EAFE Index…
Potential Paths For Stocks In The Second Half | Weekly Market Commentary | June 15, 2020
Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.
Prospects for a Swoosh-Shaped Recovery | Weekly Market Commentary | June 8, 2020
The US economy almost certainly entered a recession in March 2020 as a result of the lockdowns and business closures to contain the COVID-19 pandemic…
Stocks Rally and Roll | Weekly Market Commentary | June 1, 2020
The rally continued as the S&P 500 Index closed out May on the positive side. The disconnect between stocks and the economy generated widespread concern among some investors.