Investment Outlook

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Tug of War: Vaccine Optimism versus Surging COVID Cases and Policy Uncertainty

November 24, 2020

While the world has cheered news of a vaccine on the horizon, it will not be available in time to help fight the recent surge in new cases of the virus.

American Flag in Grand Central

Uncertainty Ahead: Election Season and Rising COVID-19 Cases

November 2, 2020

We continue to believe that risk-assets are worth the discomfort of uncertainty.

Structure

Inflation War Stories: The Fed Charts A New Strategic Framework

October 26, 2020

The Bank of Japan has failed to reach its inflation target for decades—is the Fed heading down a similar path?

Markets Confront Return of Volatility

September 28, 2020

Market sentiment is looking ahead to the end of the COVID-19 pandemic, probably in the first half of 2021, when an effective vaccine is widely distributed. An end date on the horizon is certainly a good thing for stocks.

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