Telegram

Articles tagged as

Outlook

The beginning of 2021 has already seen some wild intra-month swings. January saw the S&P 500 race ahead over 3% but ended the month down a bit more than 1%. For different reasons, February experienced a similar pattern as it also started the month strongly...

2021 February Outlook
  • Portfolio Strategy
January 22, 2021

2021 Outlook: Transitioning To Recovery, Further Gains Ahead

BOTTOM LINE: From current levels, our work suggests that the strategic reward/risk tradeoff for the S&P 500 is still tilted towards reward when we forecast out to year-end. We are in the early innings of a major corporate profit recovery that is being powerfully combined with massive amounts of monetary...

  • FSI Sector Allocation
December 29, 2020

2020 December FSI Sector Outlook

Despite the ongoing election controversies and the continued rise in COVID19 cases, November has been a great month for equity markets. Indeed, the Standard & Poor’s 500 index has risen over 10%, again reaching all time highs during the month. Importantly, there have been positive developments on the COVID19 vaccine...

  • Signal from Noise
December 26, 2019

2020 Could Be the Year "Animal Spirits" Return to Equities

Raise a glass if you have one handy —get one if you don’t—with just a few trading days left in 2019, the year will likely finish up as one of the best of the decade for U.S. equity investors, with a total return near 30%, as of Dec. 24. This...