Market Perspective
Market Perspective provides timely insights into current market events and explains what the latest events might imply for your portfolio and your investment decisions.
House Views 3-23-2020
This month’s House Views format is adjusted to expand on timely views and recommendations given the sharp decline in capital markets.
Looking Back at 2008 & Lessons Learned From Buffett’s NYT Op-Ed
Markets continue to be under pressure. Unknowns remain about the magnitude and duration of the coronavirus, including the extent of the human tragedy, as well as the economic impact.
Our Take on the Equity and Fixed Income Selloff
There is broad-based selling in capital markets as coronavirus-related headlines linger.
Stress Testing Our Assumptions
Markets are dealing with a trifecta of issues: continued coronavirus (COVID-19) concerns, a collapse in oil prices and flaring tensions with North Korea.
Heightened Volatility Similar to Other Shock Periods
The uncertainty around the coronavirus continues to weigh on the market. It is leading to wide price swings in both directions.
Where We Stand, the Case for Rebalancing Now, and the Road Ahead
We became more positive on equities late last week after adopting a more cautious short-term stance in late January.