Research

Global Portfolio Strategy | October 9, 2020

Stocks pulled back in September as COVID-19 cases rose, causing the economic recovery to begin to lose some momentum. Policymakers in Washington, DC, struggled to reach an agreement on a stimlus package, and markets got a bit jittery as Election Day approached. The...

Client Letter | Signs of Strength in the Economy | October 1, 2020

Autumn has arrived, with students back in school, baseball playoffs beginning, and football in full swing. Life is trying to get back to as normal as possible despite the ongoing impact from COVID-19. While the number of new daily cases and hospitalizations from...

Central Bank Season | Weekly Market Commentary | September 21, 2020

When seasons change, the major central banks meet. The Federal Reserve, European Central Bank, and Bank of Japan all met in September to discuss their outlooks on the economy and monetary policy going forward. Key observations from the central bank meetings include...