David Baker, Director, Investment Strategy and Research, discusses market performance and what would indicate the worst is behind us.
We have made (and will continue to make) necessary adjustments to reduce portfolio risk, which we think has increased dramatically relative to the past few years, while at the
David Baker, Director, Investment Strategy and Research, discusses the impact of coronavirus on the economy and the markets.
Because of the potential impact on both consumer spending and the global supply chain, and by extension corporate profits, we view COVID-19 as a serious threat to US and globa
A growing list of uncertainties poses diverse threats to the financial markets in 2020. Among the biggest: the coronavirus, trade disputes, the US presidential election, US re
Even if US corporate earnings growth rebounds in 2020, a key question is: How much of that growth is already reflected in stock prices given the 2019 surge? A fair amount most
