Global Portfolio Strategy | June 9, 2020

Investment Takeaways Market pundits may have to revisit the popular “Sell in May” adage as stocks rose for the seventh May in the past eight years. The disconnect between the strong stock market rally in the S&P 500 Index from March lows and the economic impact...

Global Portfolio Strategy | February 11, 2020

Data reported in January and early February reflected continued, moderate growth in the U.S. economy. 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. The...