Research
Market Insight Quarterly| Second Quarter 2020 | July 21, 2020
It was the best quarter in more than 20 years for stocks as the economy reopens…
An Earnings Season To Forget | Weekly Market Commentary | July 20, 2020
This earnings season may be unpredictable and forgettable, but it may not be all bad. We offer key themes to watch.
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.