Research

Global Portfolio Strategy | A Bridge to the Other Side | April 9, 2020
We continue to follow our Road to Recovery Playbook to determine where we are in the stock market’s bottoming process…

Client Letter | A Unique Economic Situation | April 8, 2020
The current economic climate is unique in its causes, possible duration, and challenges, but it may soon provide investment opportunities…

Market Bottoming Process Continues | Weekly Market Commentary | April 6, 2020
The war against the COVID-19 pandemic continues this week as the number of new cases and deaths continues to grow…

Client Letter | When It Rains Gold, Reach for A Bucket | April 2, 2020
The COVID-19 impact has been devastating, but as the economy positions to recover, it could offer opportunities for longer-term investors.

Road To Recovery Playbook Update | Weekly Market Commentary | March 30, 2020
The COVID-19 pandemic continues to significantly and negatively impact the global economy, making this crisis one of the worst we have ever faced…