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Ideas & Insights


Monthly Market Commentary

Optimism abounds

While we are constructive on near-term markets, we will focus on the rebound in business activity following progress with the vaccine.

Monthly Market Commentary

A “Glass Half Full” Market

November displayed the forward-looking nature of markets as global equities reacted positively that a vaccine may be distributed in 2021.

Monthly Market Commentary

Tech tumbled, ended risk asset rally

U.S. dollar strengthened in September as the existing monetary stimulus wane and expectations for fiscal stimulus before the election fade.

Monthly Market Commentary

Rally continued, but pace slowed

Sustained upside inflation risks remain low despite recent stimulus measures, but inflation dynamics are fluid.

Monthly Market Commentary

What has happened in municipal bond markets

While volatility remains, we think the actions of the Fed and policymakers will eventually help to stabilize markets and restore liquidity.

  • Lamoutte, Keith
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Monthly Market Commentary

2020 outlook: What could possibly go wrong?

Investors are now asking what, if anything, will derail markets from moving higher. Will a reversal in 2020 mean we’re back to the races?