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Research

Economy Slowing but Not Shrinking | Weekly Market Commentary | June 6, 2022

Many pundits are issuing recession warnings and saying the economy is heading for a hard landing.

Global Portfolio Strategy | June 2, 2022

The Strategic and Tactical Asset Allocation Committee (STAAC) made only minor asset allocation changes for June, including shifting from communication services to energy, which translated into a modest value tilt.

Client Letter | Bull Market Hangs By a Thread | June 1, 2022

The bull market that began in March of 2020 came dangerously close to an end. From March 23, 2020 through January 3, 2022, the S&P 500 Index gained 114% (excluding dividends).