Stocks and bonds posted strong returns in 2020 despite a tumultuous year, although that may be surprising only for bonds.
Research
Global Portfolio Strategy | December 9, 2020
Stocks rose sharply in November after falling the prior two months, as the S&P 500 Index returned nearly 11%.
A Positive Outlook for 2021 | Weekly Market Commentary | December 7, 2020
Take a look at what we can expect in the stock and bond markets, the economy, and a new post-election policy environment in 2021.
COVID-19 May Threaten the Recovery | Weekly Market Commentary | November 30, 2020
Increased COVID-19 cases do not appear to affect the stock market, but new restrictions may be impacting economic data.
Frothy Sentiment Rides Bullish Technicals | Weekly Market Commentary | November 23, 2020
The S&P 500 is up, and small caps have soared. Sentiment could be getting a little frothy as well, which may increase the odds of a pullback.
Q3 Results Brighten 2021 Picture | Weekly Market Commentary | November 16, 2020
Corporate earnings are beating expectations and stocks may be in a new bull market.
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.
Market-Friendly Election Outcome | Weekly Market Commentary | November 9, 2020
Equity returns have been strongest under a split Congress. What we can expect under a Joe Biden administration.
Record GDP on the Eve of the Election | Weekly Market Commentary | November 02, 2020
2020 has been a year of records, both record losses and record gains. After a brutal spring, markets and the economy have mostly rebounded in the summer and fall.
Are the Polls Wrong Again? | Weekly Market Commentary | October 26, 2020
As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls are saying.