Blog
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…
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…
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…
2019 Hits and Misses | Weekly Market Commentary | December 30, 2019
2019 was a difficult year to forecast after 2018 ended with the worst December since the Great Depression…
Profit Growth Key for 2020 Stocks | Weekly Market Commentary | December 23, 2019
Clarity from the phase-one trade deal with China and United Kingdom election results could help…
Better Days Ahead for Bonds | Weekly Market Commentary | December 16, 2019
2019 was a baffling year for bonds. The 10-year U.S. Treasury yield fell to a three-year low…
Outlook 2020: Bringing Markets Into Focus
We expect the U.S. economy to continue to grow in 2020 and support gains for stocks, although we are increasingly mindful of our position in the business cycle…
Our Capabilities
Sign Up to Receive Our Newsletter