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Market Outlooks
Global Weekly Commentary: Upgrading U.S. equities
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We upgrade U.S. equities to overweight, with a preference for quality large caps riding structural growth trends – as well as smaller companies geared to a potential cyclical upswing. We prefer to look through any near-term market volatility as Covid cases surge. Positive vaccine news reinforces our outlook for an accelerated restart during 2021, reducing risks of permanent economic scarring.
Market Outlooks
Weekly Investment Commentary: Stock markets are looking beyond near-term risks
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Investors last week focused on the positive coronavirus vaccine trials, as well as the negatives surrounding spiking virus cases and mounting economic lockdowns around the world.
Market Outlooks
Global Weekly Commentary: Vaccines shape 2021 outlook
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Positive news on Covid vaccines gives us greater confidence that the economic restart can re-accelerate in 2021 – and that the cumulative activity loss from the virus shock will ultimately be a fraction of that seen after the global financial crisis (GFC). We prefer to look through any market volatility generated by the virus resurgence and renewed restrictions over the challenging months ahead.
Market Outlooks
Weekly Investment Commentary: A risk-on trade takes hold (for now)
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Equities jumped higher last week, with the S&P 500 Index rising 2.2%. Positive news from a potential Pfizer coronavirus vaccine provided some hope for a return to more normal economic activity in the year ahead.
Market Outlooks
Weekly Wire: We’ve got Georgia on our minds
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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 and made it famous around the world.
Market Outlooks
Weekly Wire: The (presumed) policy implications of 11/3/2020
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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
Weekly Investment Commentary: Stocks jump on election and vaccine news
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Equities enjoyed a strong election week rally, with the S&P 500 Index jumping more than 7%. Stocks subsequently soared Monday morning on positive news on a potential coronavirus vaccine. With Joe Biden winning the presidency and Republicans likely retaining control of the Senate, prospects for significant policy changes appear limited.
Market Outlooks
Global Weekly Commentary: Investing after the U.S. election
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Joe Biden’s victory in the presidential race likely ushers in a near-term market environment dominated by low rates, a hunt for yield and growth stocks.