Research
Global Portfolio Strategy | December 9, 2020
Stocks rose sharply in November after falling the prior two months, as the S&P 500 Index returned nearly 11%.
A Positive Outlook for 2021 | Weekly Market Commentary | December 7, 2020
Take a look at what we can expect in the stock and bond markets, the economy, and a new post-election policy environment in 2021.
Client Letter | Outlook for 2021 | December 3, 2020
Looking forward to a new year with insights on 2021 stocks and bonds, the economy, and a post-election policy environment.
COVID-19 May Threaten the Recovery | Weekly Market Commentary | November 30, 2020
Increased COVID-19 cases do not appear to affect the stock market, but new restrictions may be impacting economic data.
Frothy Sentiment Rides Bullish Technicals | Weekly Market Commentary | November 23, 2020
The S&P 500 is up, and small caps have soared. Sentiment could be getting a little frothy as well, which may increase the odds of a pullback.