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 Portfolio Strategy | February 11, 2020
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Research
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…
Assessing Geopolitical Risk | Weekly Market Commentary | January 20, 2020
Earnings growth was largely absent in 2019, but we expect it to pick up in 2020. With stock valuations elevated, we think earnings hold the key to pushing stocks higher this year…
Market Insight Quarterly | Fourth Quarter 2019
Third-quarter data showed the U.S. economy grew at an average pace for the economic expansion, with signs of weakening in manufacturing…
Assessing Geopolitical Risk | Weekly Market Commentary | January 13, 2020
The United States’ airstrike January 3, 2020, near Baghdad, Iraq, that killed a top Iranian military general was a major escalation in Mideast tensions…
Market Insight Monthly | December 31, 2019
The U.S. economy wrapped up 2019 with a batch of generally promising data as U.S-China trade tensions died down…
Lessons From The Past Decade | Weekly Market Commentary | January 6, 2020
As we begin 2020, we’ve had a chance to reflect on what was an unprecedented decade for financial markets…