Research
Coronavirus Fears Intensify | Weekly Market Commentary | March 2, 2020
Stocks just suffered their worst week since the global financial crisis on coronavirus outbreak fears.
Client Letter | Coronavirus Fears End The Calm | February 25, 2020
Monday was a tough day in the stock market, with the S&P 500 Index down more than 3% as the number of coronavirus cases reported outside of China jumped.
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…
Recent Posts
Is India The New China? | Weekly Market Commentary | September 25, 2023
India has emerged as a compelling economic growth story and an increasingly attractive alternative to China within the emerging markets complex. A growing population with a robust and young workforce, significant infrastructure spending, and an ongoing digital transformation have been key catalysts to India’s outperformance over China.
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