Global Portfolio Strategy | July 10, 2020

Stocks continued their strong run in June, despite rising COVID-19 cases in several western and southern states. Reopening progress, better-than-expected economic data, optimism around vaccine prospects, and the likelihood of more stimulus offered support. We have...

Election Preview | Weekly Market Commentary | July 6, 2020

2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors’ minds. The makeup of Congress may influence stock market performance, and how stocks and the economy perform prior to the election...

Client Letter | Fourth of July Optimism | June 30, 2020

The July Fourth holiday will be very different this year. Although we hope you enjoy time with family and friends, and maybe even watch some fireworks, social distancing and a new wave of COVID-19 cases also may take a seat at the picnic table. We continue to believe...