Market Navigator provides monthly market news including house views, asset-class positioning, U.S. and global economic snapshot, recurring charts for the economy, equities, fixed income, and charts addressing timely market topics.
Historical returns have been updated and serves as the January edition of the Market Navigator.
Our annual analysis of the next year including where the economy is headed, sector strategies, recurring charts for the economy, equities, fixed income, and non-traditional investments.
With investor anxiety and hedging activity elevated entering November, clarity on the presidential election and upbeat vaccine trial developments propelled stocks to record highs.
Investor angst was palpable leading up to the November election as the market was caught up in a tug of war.
2020 continues to offer up surprises, including a once-in-a-generation pandemic, a sharp recession, mass protests, and an election that once again feels like the most important one of a lifetime.
What’s working continues to work.