Market Insight Monthly | November 2019

ECONOMY: MODERATING GROWTH AMID TRADE WORRIES November data reflected moderating growth as the U.S. economy continued to battle trade worries. The Conference Board’s Leading Economic Index (LEI) rose 0.3% year over year in October, tying its slowest pace of growth...

Portfolio Compass | December 19, 2019

COMPASS CHANGES Downgraded real estate view from neutral/positive to neutral Downgraded investment-grade corporate bonds from neutral/positive to neutral INVESTMENT TAKEAWAYS Our S&P 500 Index year-end 2020 fair value target range of 3,250–3,300 is based on a...