We highlight four main reasons why international equities’ performance could be poised to improve…
Research
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…
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 shift stock market performance drivers more toward investing fundamentals in 2020…