Market Commentary

Policy uncertainty surrounding the upcoming midterm elections may lead to an increase in near-term market volatility. Read the Full Story

Overall, economic reports released in August—mostly reflecting economic activity in July—indicated solid U.S. economic growth without significant

Strong manufacturing growth is a bellwether for overall economic health. Read the Full Story Here Author:

Sentiment on emerging markets (EM) is reaching levels consistent with a contrarian buy signal. Read the Full Story Here Author:

This Client Letter discusses recent positive indicators for U.S. economy and stocks, which we believe outweigh some areas for investor concern. Read

Signs of sustainable productivity growth are emerging, thanks to solid economic fundamentals and the tailwind of fiscal stimulus. Read the Full Story