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

Technology stocks have shown strength during the pandemic, but this group also has pulled back lately, causing many to claim this might be another “tech bubble” similar to the late 1990s. This seems unlikely, as the technology sector has experienced explosive growth,...

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...

Global Portfolio Strategy | September 11, 2020

Stocks continued their positive momentum with strong gains in August, sending the S&P 500 Index to new record highs before volatility returned in early September. The economic recovery remained on track even as the threat of COVID-19 lingers, while massive...