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Research

Corporate America Impresses | Weekly Market Commentary | February 24, 2020

Corporate America impressed us this earnings season. Companies have done an admirable job growing profits, considering several stiff headwinds that they’ve faced.

Productivity Bounces | Weekly Market Commentary | February 18, 2020

Productivity is a key ingredient in keeping this aging economic cycle afloat, and a nice bounce in 2019’s fourth quarter productivity may be a step in the right direction…

Global Portfolio Strategy | February 11, 2020

U.S. manufacturing data improved from weak levels, defense drove durable goods order growth, and underlying data on the U.S. consumer and job growth was solid…