Research
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…
Global Gets Going | Weekly Market Commentary | February 10, 2020
We highlight four main reasons why international equities’ performance could be poised to improve…
Client Letter | Bumps in the Road | February 6, 2020
Even with some bumps in the road, we expect the economic expansion to continue through 2020 and help power forward this bull market…
Assessing Coronavirus Outbreak | Weekly Market Commentary | February 3, 2020
After a three-and-a-half-month, largely uninterrupted rally in stocks, the period of calm ended last week as the coronavirus outbreak led to a bout of volatility…
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