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Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.
Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.
Among developed markets, we maintain our preference for US equities over international, but the bout of strong performance for the MSCI EAFE Index…
Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.
Market pundits may have to revisit the popular “Sell in May” adage as stocks rose for the seventh May in the past eight years…
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