Recent News
Recent News
Portfolio Compass | October 16, 2019
We have maintained our S&P 500 Index year-end fair value target of 3,000 even as the index hovers near that level following recent progress on U.S.-China trade discussions…
Policy Uncertainty Intensifies | Weekly Market Commentary | October 7, 2019
Geopolitical matters have complicated the tug-of-war between fiscal and monetary policies and contributed to investor concerns about increased policy uncertainty.
Global Economy Muddles Along | Weekly Market Commentary | September 30, 2019
The U.S. economy continues to perform well when compared to the rest of the developed world, and is still exhibiting growth near its long-term trend…
Central Banks Are Back | Weekly Market Commentary | September 23, 2019
Since we began highlighting the return of fiscal leadership as a primary driver for economic and market activity nearly two years ago…
Portfolio Compass | September 19, 2019
We favor large caps as the business cycle ages, though recent small cap strength suggests large cap leadership may have been stretched…
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