Research
Assessing Coronavirus Outbreak | Weekly Market Commentary | February 3, 2020
After a three-and-a-half-month, largely uninterrupted rally in stocks, the period of calm ended last week as the coronavirus outbreak led to a bout of volatility…
A Sentiment Check | Weekly Market Commentary | January 27, 2020
The S&P 500 Index’s latest rally has been anything but gradual, though, and the bull market has charged past our expectations for this year so far…
Assessing Geopolitical Risk | Weekly Market Commentary | January 20, 2020
Earnings growth was largely absent in 2019, but we expect it to pick up in 2020. With stock valuations elevated, we think earnings hold the key to pushing stocks higher this year…
Portfolio Compass | January 15, 2019
Our S&P 500 Index year-end 2020 fair value target range of 3,250–3,300 is based on a price to-earnings (P/E) ratio of 18.75…
Market Insight Quarterly | Fourth Quarter 2019
Third-quarter data showed the U.S. economy grew at an average pace for the economic expansion, with signs of weakening in manufacturing…
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