New Year, Same Bull Market? | Weekly Market Commentary | January 13, 2025

As the new year officially gets underway, there’s the usual sense of renewed optimism and excitement over new opportunities.

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Weekly Market Commentary

Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2024

With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from them and improve our process. The good news is we got more right than wrong last year, but there were some misses. Some course corrections helped. Perhaps the most impactful decision we made was to recommend investors stay fully invested in equities at benchmark levels throughout the entire year despite expecting a stock market pullback around Election Day.

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Global Portfolio Strategy | December 7, 2022

The Strategic and Tactical Asset Allocation Committee has upgraded its view of financials from negative to neutral, while the precious metals view goes from negative to positive.

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