INVESTING INSIGHTS

2020 Themes and Outlook

We outline five key themes for 2020 in our latest video and written commentaries. While there is little to no evidence that the U.S. economy will slip into a recession over the next 12 months, we expect volatility to accelerate as we move through a Presidential election year, face growing geopolitical tensions and navigate through the longest economic expansion in U.S. history.

Click here to read PDF commentary.

FEATURED2024 Themes and Outlook

FEATURED2023 Q3 Market Commentary: Higher for Longer

Interview: Cornerstone Investment Partners

2023 Q3 White Paper: The Health of the Chinese Economy

2023 Q2 Market Commentary: A Bull-Bear Tango

2023 Q1 Market Commentary: Compounding Economic Risks

2023 Themes and Outlook

2022 Q4 White Paper: Bitcoin and Bubbles Part III

2022 Q3 Market Commentary: A No Good Very Dreary Year

2022 Q2 Market Commentary: Paying the Pandemic Price Tag

2022 Q2 White Paper: The ABCs of Easy Money

Special Volatility Report

2022 Q1 Market Commentary: This Time is Different