The COVID-19 outbreak roiled markets over the past two weeks, putting the S&P 500 into correction territory and near a 20% bear market decline.
Global Portfolio Strategy | March 10, 2020
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Research
The Bull Turns 11 | Weekly Market Commentary | March 9, 2020
As the coronavirus continues to scare global markets, it would be easy forget that the current bull market started 11 years ago today.
Coronavirus Fears Intensify | Weekly Market Commentary | March 2, 2020
Stocks just suffered their worst week since the global financial crisis on coronavirus outbreak fears.
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…
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…