FINANCIAL BLOG

Sustainable investing is becoming more mainstream in fixed income markets and companies that recognize that changing dynamic may...

Fiscal stimulus, which was central to the market rebound in the last year, may start moving to the sidelines over the rest of 2021...

After one of the worst starts to a year for fixed income, returns may not get much better from here.

As this bull market gets a little older, the pace of stock market gains will likely slow, but a strong economic recovery lies ahead as...

The economic recovery continues, as the recipe of vaccines, the reopening, and record stimulus all have combined to produce what should be..

t’s embarrasing to admit this but in our earnings season preview on April 12, when the consensus estimate reflected a nearly 24% increase...

“Sell in May and go away”1 is probably the most widely cited stock market cliché in history...

We believe investors are appropriately optimistic, given the improving economy, the pace of vaccinations, fiscal stimulus...

Global stock markets are off to a strong start in 2021 as the world begins to emerge from the shadow of the COVID-19 pandemic.

The outstanding fourth-quarter earnings season we had in 2020 is a tough act to follow, but 2021’s first quarter has the makings of...

he U.S. economy’s recovery from the pandemic continues to surpass our expectations, aided by the accelerating vaccine distribution...

There is a growing debate over whether an expanding economy, in conjunction with fiscal and monetary stimulus, may cause inflation...

The bear market ended one year ago this week, finishing one of the fastest and most vicious bear markets of all-time...

The 10-year Treasury yield continues to climb higher, but remains low by historical standards.

Fourth-quarter earnings season is in the home stretch, and it’s been a good one. After raising our 2021 earnings forecast...

Increasingly more people realize that their sustainability concerns can be address through their investments.

Interest rates have risen steadily over the past six months but remain low by historical standards. That means the traditional...

The resiliency of the US economy continues to exceed expectations, supporting our increased forecast for growth and corporate profits...

The level of US debt, already elevated before COVID-19 hit, skyrocketed as Congress put into place much needed fiscal stimulus...

Small cap stocks have outperformed large cap stocks over the last several months. They’re enjoying strong breadth and the earnings outlook..