Increased cases of the coronavirus, a large market sell-off, and an unscheduled rate cut by the Federal Reserve roared into March markets.
Client Letter | March Markets Like A Lion | March 5, 2020
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Research
Coronavirus Fears Intensify | Weekly Market Commentary | March 2, 2020
Stocks just suffered their worst week since the global financial crisis on coronavirus outbreak fears.
Client Letter | Coronavirus Fears End The Calm | February 25, 2020
Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported outside of China jumped.
Corporate America Impresses | Weekly Market Commentary | February 24, 2020
Corporate America impressed us this earnings season. Companies have done an admirable job growing profits, considering several stiff headwinds that they’ve faced.
Productivity Bounces | Weekly Market Commentary | February 18, 2020
Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019’s fourth quarter productivity may be a step in the right direction…
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…
Global Gets Going | Weekly Market Commentary | February 10, 2020
We highlight four main reasons why international equities’ performance could be poised to improve…
Client Letter | Bumps in the Road | February 6, 2020
Even with some bumps in the road, we expect the economic expansion to continue through 2020 and help power forward this bull market…
Assessing Coronavirus Outbreak | Weekly Market Commentary | February 3, 2020
After a three-and-a-half-month, largely uninterrupted rally in stocks, the period of calm ended last week as the coronavirus outbreak led to a bout of volatility…
A Sentiment Check | Weekly Market Commentary | January 27, 2020
The S&P 500 Index’s latest rally has been anything but gradual, though, and the bull market has charged past our expectations for this year so far…