Are there reasons to think markets might hold up just fine this year? Certainly. In the long term, however, we think this year's avalanche in government spending is likely to
David Baker, Director, Investment Strategy and Research, discusses what is driving the markets higher and our reasons for caution.
We remain skeptical of the recent stock market rally and are not looking to add risk to portfolios at this time. Great uncertainty remains about the pace of economic recovery,
We are glad to have reduced portfolio risk as the US and global economies deteriorated, and we think market volatily and risk warrant a cautious stance at this point. Our focu
David Baker, Director, Investment Strategy and Research, discusses market performance and what would indicate the worst is behind us.
We have made (and will continue to make) necessary adjustments to reduce portfolio risk, which we think has increased dramatically relative to the past few years, while at the
David Baker, Director, Investment Strategy and Research, discusses the impact of coronavirus on the economy and the markets.
Because of the potential impact on both consumer spending and the global supply chain, and by extension corporate profits, we view COVID-19 as a serious threat to US and globa
A growing list of uncertainties poses diverse threats to the financial markets in 2020. Among the biggest: the coronavirus, trade disputes, the US presidential election, US re