Election
November 9, 2020 | Weekly Market Commentary
Market-Friendly Election Outcome
Equity returns have been strongest under a split Congress, a likely scenario in 2021. Big tax increases are likely off …
Read More navigate_next
November 4, 2020 | Client Letter
November Newsletter
The American people have voted, casting a record number of ballots under extraordinary circumstances, which is a testament to the …
Read More navigate_next
November 2, 2020 | Weekly Market Commentary
Record GDP on the Eve of the Election
2020 has been a year of records, including the sharpest rebound in GDP since WWII. Plus, consumer spending rebounded mightily …
Read More navigate_next
October 27, 2020 | Weekly Market Commentary
Are the Polls Wrong Again?
As the race for the White House enters the homestretch, some indicators suggest the election may be closer than polls …
Read More navigate_next
October 12, 2020 | Weekly Market Commentary
Earnings Growth Is Approaching
Corporate America will get closer to the return of earnings growth this earnings season. Investors will need to watch for …
Read More navigate_next
October 5, 2020 | Weekly Market Commentary
Market Responses to Election Uncertainty
November presidential election results may be delayed or disputed, or both, and President Donald Trump’s COVID-19 diagnosis adds to the …
Read More navigate_next
August 31, 2020 | Weekly Market Commentary
Election Preview Part II: A Trump Second Term—Upside and Risks
In Part II of our two-part election preview series, we look at the potential market impact if President Donald Trump …
Read More navigate_next
August 24, 2020 | Weekly Market Commentary
Election Preview Part I: A Biden Presidency—Upside and Risks
In Part 1 of a two-part election preview series, we look at the potential market impact if former Vice President …
Read More navigate_next