We favor stocks over bonds based on expectations for a strong economic and earnings recovery in 2021.
Global Portfolio Strategy | January 12, 2021
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Global Portfolio Strategy
Global Portfolio Strategy | November 10, 2020
Stocks fell for the second straight month in October as Election Day approached and brought policy uncertainty that historically has driven volatility.
Global Portfolio Strategy | October 9, 2020
A global review of September performance and a look forward, with a focus on potential impacts from the election and another stimulus package.
Global Portfolio Strategy | September 11, 2020
Stocks continued their positive momentum with strong gains in August before volatility returned in early September.
Global Portfolio Strategy | August 11, 2020
Stocks continued to rally in July despite elevated COVID-19 cases in many US states and globally.
Global Portfolio Strategy | June 9, 2020
Market pundits may have to revisit the popular “Sell in May” adage as stocks rose for the seventh May in the past eight years…
Global Portfolio Strategy | May 11, 2020
As May began, investors continued to try to reconcile the strong rebound in stocks with the devastating economic damage from COVID-19.
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…
Global Portfolio Strategy | March 10, 2020
The COVID-19 outbreak roiled markets over the past two weeks, putting the S&P 500 into correction territory and near a 20% bear market decline.
Global Portfolio Strategy | February 11, 2020
U.S. manufacturing data improved from weak levels, defense drove durable goods order growth, and underlying data on the U.S. consumer and job growth was solid…