David Baker, Director, Investment Strategy and Research, discusses why we’ve increased exposure to foreign equities amid historic rally in US stocks.
Select foreign equities, in both developed and emerging markets, now offer an attractive risk/return outlook, given virus containment in many countries, supportive monetary po
David Baker, Director, Investment Strategy and Research, discusses the US stock market’s historic rebound and our reasons for remaining cautious.
It is our base case that the global economy will continue to recover, although unevenly and subject to volatility from headlines on the spread of Covid-19 and (hopefully) prom
David Baker, Director, Investment Strategy and Research, on key market markers in June and why we could see an increase in volatility.
Are there reasons to think markets might hold up just fine this year? Certainly. In the long term, however, we think this year's avalanche in government spending is likely to
David Baker, Director, Investment Strategy and Research, discusses what is driving the markets higher and our reasons for caution.
We remain skeptical of the recent stock market rally and are not looking to add risk to portfolios at this time. Great uncertainty remains about the pace of economic recovery,
We are glad to have reduced portfolio risk as the US and global economies deteriorated, and we think market volatily and risk warrant a cautious stance at this point. Our focu
