Our 2021 market outlook theme is “restart”, and with a restart comes optimism and the chance to begin anew. There will be volatility and bumps along the way, but for those that are disciplined and able to look past them, we see more opportunities ahead for upside than downside.
Quarterly Newsletter
3Q20 Newsletter: The economy and markets roar in 3Q, but face uncertainty and volatility into year-end
The economy and markets continued their late-2Q rebound in 3Q20 amid tailwinds from massive government stimulus and signs of economic recovery. Investor optimism and hopes of additional stimulus drove equity markets to new all-time highs in late-summer, but markets pulled back in September as labor market improvement stagnated and the outlook for additional stimulus became […]
2Q20 Newsletter: Equity markets prove resilient despite record volatility, global economic shutdown, and growth concerns
Equity markets bounced sharply off their late-March lows in 2Q as the economy transitioned from its short-lived recession to a new early-cycle growth phase. Concerns over a second wave of COVID-19 and the accompanying economic impacts remain, but between exceptionally supportive fiscal policy and accommodative monetary policy, global governments are doing everything in their power […]