Research
Client Letter | Midyear Outlook 2020 | July 14, 2020
Investment insights and market guidance through year-end 2020, plus election 2020 predictions…
Global Portfolio Strategy | July 10, 2020
Stocks continued their strong run in June, despite rising COVID-19 cases, and we upgraded our view of growth stocks.
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.
Client Letter | Fourth of July Optimism | June 30, 2020
Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.
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.