At the start of a new year, it makes sense to look back and see where we were, before looking ahead to where we are going. This year, doing this is especially important, given the significant changes we saw in December. But we start January in a very different place—a place with better news, better prospects, and lower risks.
December 31, 2020
Today's first post is from Giovanna Zaffina, wealth management platform manager, and Anu Gaggar, senior investment research analyst.
December 30, 2020
Today’s post is from Peter Roberto, investment research analyst on our Investment Management and Research team.
December 29, 2020
Today's post is from Anu Gaggar, senior investment research analyst on our Investment Management and Research team.
December 23, 2020
Today's post is from Brian Price, senior vice president of investment management and research.
December 22, 2020
Today’s post comes to you from Nick Follett, fixed income manager on our Investment Management and Research team.
December 18, 2020
Today’s post comes to you from Rob Swanke, fixed income analyst on our Investment Management and Research team.
December 17, 2020
The third wave of the pandemic may be showing signs of a peak. While new cases remain very high, the seven-day daily average was down for two days in the past week, suggesting we may be close to a peak. Given the lag from Thanksgiving, that conclusion seems reasonable as much of the travel surge should be starting to play out, while control measures are becoming more widespread.
December 16, 2020
With the start of COVID vaccinations and signs that the third wave may be peaking, I have been thinking a lot about what the new normal will look like—and what it will mean for us as investors. We are not there yet, of course. But we can see the end of the pandemic in the not-too-distant future. Markets are already there, but markets tend to have a ready-fire-aim approach. So, there is still an opportunity to be thoughtful. Let’s walk through what the new normal might look like.
December 15, 2020
A lot has been written about how bad things are. Although vaccines are now being deployed, daily new cases continue to hit new highs. Even as testing expands, the positive rates remain way too high, signaling that the virus continues to spread. States that had the virus under control are now seeing new outbreaks.
