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Market Outlooks
Weekly Wire: What the election means for the market
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Equities have rallied, the economy is recovering, and we are learning to live with COVID-19, all of which is good news.
Market Outlooks
Weekly Wire: Sometimes, it’s all about expectations
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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
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
Weekly Wire: It’s the final countdown…to the election
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As the 2020 Presidential election draws near, our attention instinctively turns to Europe – the Swedish pop-metal band, not the continent – and their mid-80s chart-topper, The Final Countdown.
Market Outlooks
Focus on Equities: Taking the Long View
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Following a severe sell-off in the first quarter, global equity markets rebounded in the second quarter. Any number of scenarios could play out—how do we approach uncertainty?
Market Outlooks
Looking Ahead From the Market Rally
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The unprecedented scale of the global fiscal and monetary policy response helped ease financial conditions during the second quarter of 2020. Looking ahead, we cover our latest thinking on the aggregate risk-for-reward picture in global markets.
Market Outlooks
Finding Dividends in Today’s Markets
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George Metrou, portfolio manager for the Dividend Select Equity Portfolios, talks about the poor performance of dividend-paying stocks so far in 2020, despite their reputation for being defensive. He also discusses why he holds cash, his thoughts on companies cutting dividends, and his outlook for income going forward.
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.
Fixed Income Insights
The US 10-Year Note Yield – the good, the bad, and the (possibly) ugly
The US 10-Year Note is the most important fixed income instrument in the world. Its yield determines the borrowing costs for countries, companies, and consumers while the Note itself acts as a haven asset during periods of market and economic stress.
Market Outlooks
Weekly Wire: What ails “King Dollar”
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We live in a world where the US dollar dominates – meaning more trade and financial transactions use it and more are held by global central and commercial banks than any other currency.
Market Outlooks
Weekly Wire: 99 days until Election Day
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In 99 days, Americans will choose the next President of the United States. Presidential elections are weighty affairs, heavy with history and allegory, and they serve as a mirror to America – where we think we are, where we think we should be headed, and how we think we should get there.