Research
Home / News & Resources / Research
Client Letter | 2020 Gains on 2019 | January 2020
Happy New Year! What a difference a year makes. One year ago the stock market was plunging and came perilously close to ending what has become the longest bull market ever recorded…
2019 Hits and Misses | Weekly Market Commentary | December 30, 2019
2019 was a difficult year to forecast after 2018 ended with the worst December since the Great Depression…
Profit Growth Key for 2020 Stocks | Weekly Market Commentary | December 23, 2019
Clarity from the phase-one trade deal with China and United Kingdom election results could help shift stock market performance drivers more toward investing fundamentals in 2020…
Market Insight Monthly | November 2019
The Conference Board’s Leading Economic Index (LEI) rose 0.3% year over year in October, tying its slowest pace of growth since 2016..
Portfolio Compass | December 19, 2019
Fundamentals and yields appear good in real estate, but interest-rate sensitivity and our preference for cyclical sectors lead to our neutral view….