RESEARCH
Outlook 2020: Bringing Markets Into Focus
We expect the U.S. economy to continue to grow in 2020 and support gains for stocks, although we are increasingly mindful of our position in the business cycle…
Midyear Outlook 2019: What Really Matters in the Markets
Our Midyear Outlook 2019 provides our updated views of current fundamentals and the things that should persist as shorter-term concerns fade, and emphasizes our four primary pillars for fundamental investing—policy, the economy, fixed income, and equities.
Ambling Along in 2020 | Weekly Market Commentary | December 9, 2019
U.S. economic growth has slowed in 2019. However, the economy is still growing, and we believe it will continue growing through 2020…
Outlook 2020: Client Letter
Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. 2019 has been a very rewarding year for investors…
Outlook 2020: Printer-Friendly
Trade risk, slower global growth, and the impeachment inquiry have garnered a lot of the headlines recently, but behind the scenes the U.S. economy has remained resilient…