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Policy and Regulatory Commentary
We’ve got Georgia on our minds
This piece is approved to use with clients.
When one thinks of the great state of Georgia, one often thinks of the classic tune, “Georgia On My Mind,” and the late, great Ray Charles, who first recorded it in 1960
Policy and Regulatory Commentary
The (presumed) policy implications of 11/3/2020
While we won’t know for sure which party will control the US Senate through 2022 until Georgia decides both of its US Senate elections via a January 5, 2021 runoff, we are comfortable assuming the United States will face a divided government the next two years, with a Democrat in the White House, a Democrat-led House of Representatives, and a Republican-led Senate.
Market Outlooks
For the market, an unpleasant, but not unexpected, September and October
We just closed the books on a tough two months for the market, with the S&P 500 Index (S&P 500) off 3.8% in September and off 2.8% in October.
Market Outlooks
October Market Insight Call
In case you missed it, check out the replay of September's Market Insight Call! Michael Gates and Tushar Yadava from BlackRock gave their thoughts on the markets and shared what they're keeping an eye on as we head into the elections.
Market Outlooks
Weekly Wire: Quarter-end Q&A 3Q2020
This piece is approved to use with clients.
Tim Holland, CFA, Global Investment Strategist, asks and answers three top-of-mind questions as investors receive their quarterly statements and reflect on the past quarter:
Policy and Regulatory Commentary
The election, the markets, and the economy: you’ve got questions, we’ve got answers
Market Outlooks
September Market Insight Call
In case you missed it, check out the replay of September's Market Insight Call! Brandon Thomas, Chief Investment Officer of Envestnet, gave his update on the current state of the economy and also a preview on what investors can expect as the upcoming presidential election is just around the corner.
Market Outlooks
Sometimes, it’s all about expectations
Sometimes in life it’s not so much what you do, it’s what you do relative to what the world expects of you, like Lloyd Christmas in Dumb & Dumber, totally redeeming himself in the eyes of Harry Dunne when he trades their van “straight up, to a kid in town” for a moped that gets 70 MPGs
Market Outlooks
The bear market goes on…until it doesn’t
When trying to put in perspective the shortest bear market in US history—at least a bear market that saw the S&P 500 Index (S&P 500) sell off 30%+—there are any number of directions one can go.
Market Outlooks
August Market Insight Call
Amazingly, it already has been five months since a large share of the global economy was mandated to a near-subsistence crawl. How much longer until we are back on our feet? Of course, we know that day will come—eventually— but, for the moment, we seem to be in an almost suspended state. Hear Nick Bohnsack, President and COO of Strategas give his thoughts on the markets and answer a few questions as well!