MARKET COMMENTARY

Georgia Senate Runoffs: Despite a Likely “Blue Wave,” Moderation May Continue

01.06.2021 Viraj B. Patel, Head of Asset Allocation

MARKET COMMENTARY

Economic and Market Outlook: Looking Down the Road

12.15.2020 Ronald J. Sanchez, Chief Investment Officer

MARKET COMMENTARY

2021 Outlook: A Note from CEO, John Dowd

12.15.2020

MARKET COMMENTARY

Asset Allocation Outlook: Opportunities in a Post-COVID World

12.15.2020 Viraj B. Patel, Head of Asset Allocation

MARKET COMMENTARY

Equities Outlook: A Vaccine Is Not an Economic Panacea

12.15.2020 Carin L. Pai, Head of Portfolio Management

MARKET COMMENTARY

Fixed Income Outlook: What’s Next for Fixed Income? Yields, Curves and Spreads Look Beyond Coronavirus

12.15.2020 Jeffrey S. MacDonald, Head of Fixed Income Strategies

MARKET COMMENTARY

Alternative Investments Outlook: Private Equity in a Bifurcated Landscape

12.15.2020 Kate Huntington, Head of Advisory Solutions Group

MARKET COMMENTARY

Five Questions with Jon Heckscher

12.03.2020 Jon Heckscher

MARKET COMMENTARY

Is The Traditional 60% Equity and 40% Fixed Income Portfolio Allocation Dead?

12.03.2020 Douglas Cohen

MARKET COMMENTARY

Effective Endowment Governance: What Savvy Nonprofits Are Doing

12.02.2020

MARKET COMMENTARY

An Overlooked Risk? Big Tech May Face Legal Challenges

11.13.2020 Anna Kastrilevich

MARKET COMMENTARY

Five Questions with Jeff MacDonald

11.11.2020

MARKET COMMENTARY

2020 Election: And The Winner Is… To Be Determined

11.04.2020 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

A Potential Blue Wave Amidst a Second Wave

10.29.2020 Carin L. Pai, CFA

MARKET COMMENTARY

Three Trends that are Dominating the Market: Will They Revert?

10.22.2020 Douglas Cohen

MARKET COMMENTARY

Five Dynamics Likely to Influence Markets During this Election Year

10.07.2020 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Five Questions with Doug Cohen, Portfolio Manager

09.30.2020 Douglas Cohen

MARKET COMMENTARY

Five Questions with Kate Huntington

09.23.2020 Kate Huntington

MARKET COMMENTARY

A Dose of Reality for the Equity Market

09.04.2020 Carin L. Pai, CFA

MARKET COMMENTARY

Starving for Yield at the Siege of Constitution Avenue…

08.26.2020 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Looking Beneath the Surface of the Current Equity Rally

08.20.2020 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Initial Jobless Claims Continue to Fall, But Remain at Elevated Levels

08.13.2020 Jon Heckscher

MARKET COMMENTARY

How are Markets Likely to Respond to the 2020 Elections?

07.21.2020 Douglas Cohen

MARKET COMMENTARY

Emerging Themes in a Post-Pandemic World

07.14.2020 Carin L. Pai, CFA

MARKET COMMENTARY

Thoughts on US-China Trade Issues

07.01.2020 Joseph Portillo, Senior Portfolio Manager

MARKET COMMENTARY

Munis Working to Make Ends Meet: Staying the Course in Radiator Springs and a Town Near You

06.17.2020 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Is The Current Market Rally Sustainable?

06.17.2020 Douglas Cohen

MARKET COMMENTARY

White Paper: Choosing the Right Asset Mix: Guidance for individuals with new wealth who have access to private illiquid investments

06.17.2020

MARKET COMMENTARY

Making Connections Out Of The Disconnect

06.09.2020 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Dividend Income Will Be Harder to Find

06.04.2020 Carin L. Pai, CFA

MARKET COMMENTARY

Investing When There’s No Playbook: 5 Questions to Assess the COVID-19 Market Environment

05.15.2020 Douglas Cohen

MARKET COMMENTARY

The Shape of Recovery: Will Animal Spirits Reawaken?

05.06.2020 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

Less Bad: What Are Equities Telling Us?

04.24.2020 Ronald J. Sanchez, CFA

MARKET COMMENTARY

The Road to Recovery from Alphabet City

04.15.2020 Douglas Cohen

MARKET COMMENTARY

Top 10 Questions from Clients Answered

04.10.2020 Carin L. Pai, CFA

MARKET COMMENTARY

What’s Ahead: How We See the Coronavirus Crisis Unfolding

04.08.2020 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Investing Through Volatile Times

03.27.2020 Carin L. Pai, CFA

MARKET COMMENTARY

Fixed Income Update: The Good, the Bad, and the Ugly

03.23.2020 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Helping You Navigate These Times

03.23.2020

MARKET COMMENTARY

Coronavirus: A US Market Outlook

03.20.2020 Anna Kastrilevich

MARKET COMMENTARY

Three Responses Driving Markets: How Much Progress Is Being Made?

03.18.2020

MARKET COMMENTARY

Bayonets Forward! Jay Powell and the Defense of Little Round Top

03.16.2020

MARKET COMMENTARY

Keeping Our Employees Safe and Serving Our Clients as the COVID-19 Situation Evolves

03.13.2020

MARKET COMMENTARY

Ron Sanchez Audio Segment: Taking Stock of the Coronavirus Effect On Markets

03.11.2020

MARKET COMMENTARY

Just Rebalance: Simple Approaches that Build Long-Term Value

03.04.2020 James Tobin

MARKET COMMENTARY

Did the Fed Provide an Early Spring?

03.03.2020 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Market Volatility and the Impact of the Coronavirus

03.02.2020

MARKET COMMENTARY

Market Update: February 2020

02.25.2020 Ronald J. Sanchez, CFA

MARKET COMMENTARY

In Search of Quality Compounder Companies in the Asian Equity Markets

02.12.2020 Erick Rawlings

MARKET COMMENTARY

Outlook 2020 Webinar Replay: Key Tax Planning and Investment Strategies for the Year Ahead

01.24.2020

MARKET COMMENTARY

Will Risk Be Rewarded in 2020?

12.19.2019 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Have Private Markets Peaked?

12.17.2019 Wayne A. Sprague

MARKET COMMENTARY

What's Ahead for Fixed Income Investors?

12.17.2019 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Where Are the Growth Opportunities in 2020?

12.17.2019 Carin L. Pai, CFA

MARKET COMMENTARY

Is 2020 a Year to Be Prudent?

12.16.2019 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

A Tour of an Amazon Warehouse: The Value of Genchi Genbutsu and of Travelling Together

12.10.2019 Alex Chown

MARKET COMMENTARY

Quality and the “Middle Way of Investing”

10.09.2019 Erick Rawlings

MARKET COMMENTARY

Investing in International Equities: What’s the Point?

09.18.2019 Erick Rawlings

MARKET COMMENTARY

Asset Allocation Update: Adopting a Cautious Stance

09.13.2019 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

September 2019 Perspective: Economic and Investment Outlook

09.13.2019 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Taking a More Cautious Stance

08.16.2019 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

Something Wicked This Way Comes...

08.08.2019 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

As the Fed Cleans Up Its Language, the Markets Are Loving Every Word

06.24.2019 Douglas Tommasone, CFA

MARKET COMMENTARY

June 2019 Perspective: Economic and Investment Outlook

06.20.2019 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Asset Allocation Update: Fundamentals Have Been Slightly Better Than Expected, Despite Lingering Trade Tensions

06.20.2019 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

The IPO Market Heats Up: How to Avoid Getting Burned

05.16.2019 Carin L. Pai, CFA

MARKET COMMENTARY

Unusual Economic Conditions Keep the Yield Curve Flat

04.17.2019 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Investing in a Country Where the Rules Don’t Always Apply

04.01.2019 Alex Chown

MARKET COMMENTARY

March 2019 Perspective: Economic and Investment Outlook

03.18.2019 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Asset Allocation Update: Growth Moderates, But Fundamentals Remain Supportive

03.18.2019 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

Hitting the Bull's Eye: How to Invest for Success by Keeping Your Targets in Sight

03.18.2019 Bryan Kirk

MARKET COMMENTARY

Our Perspective on Recent Market Events

01.02.2019 Ronald J. Sanchez, CFA

MARKET COMMENTARY

2019 Economic and Market Outlook

12.10.2018 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Asset Allocation Outlook: How Are We Positioning for Change

12.10.2018 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

Fixed Income Outlook: How Will Rates Affect the Bond Market?

12.10.2018 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

2019 Outlook: Alternatives

12.10.2018 Wayne A. Sprague

MARKET COMMENTARY

Equities Outlook: Where Are the Equity Market Opportunities?

12.10.2018 Carin L. Pai, CFA

MARKET COMMENTARY

Happy to Get Midterms Over With

11.07.2018 Carin L. Pai, CFA

MARKET COMMENTARY

Our Views on Recent Market Volatility

10.12.2018 Ronald J. Sanchez, CFA

MARKET COMMENTARY

The Bottom Line: Fundamentals Over Fears

09.20.2018 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Looking Inward: New Opportunities Beneath the Surface of 'The Market'

09.20.2018 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

Blockchain: The Next Wave of Technology Disruption

08.16.2018 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

Chicken Little and the US Yield Curve

07.19.2018 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Four Reasons Policy Clouds Might Have a Silver Lining

06.28.2018 Carin L. Pai, CFA

MARKET COMMENTARY

If Everything is so Good, why Does it Feel so Bad?

06.19.2018 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Solid Fundamentals Continue to Support Equities

06.19.2018 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

Growth vs. Value: Finding the Sweet Spot

05.16.2018 Carin L. Pai, CFA

MARKET COMMENTARY

Our Perspective on Recent Market Volatility

04.05.2018 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Economic Momentum Continues

03.22.2018 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

The Past Is Prologue: A New Chapter in the History of Financial Markets

03.22.2018 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Tax Cuts and the Outlook for US Government Debt

03.13.2018 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Will Inflation Rattle Bond Investors? How to Invest When Rates are Rising

02.15.2018 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Technical Dynamics Overwhelm Markets, but Fundamentals Remain Strong

02.06.2018 Ronald J. Sanchez, CFA

MARKET COMMENTARY

2018 Outlook: Economy and Markets

12.22.2017 Ronald J. Sanchez, CFA

MARKET COMMENTARY

2018 Equity Outlook

12.22.2017 Carin L. Pai, CFA

MARKET COMMENTARY

2018 Alternative Investments Outlook

12.22.2017 Wayne A. Sprague

MARKET COMMENTARY

2018 Asset Allocation Outlook

12.22.2017 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

2018 Fixed Income Outlook

12.22.2017 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Bitcoin: Is There Something to the Hype?

12.22.2017 Viraj B. Patel, CFA, FRM, CAIA

MARKET COMMENTARY

Home Sweet Home: 5 Trends Worth Watching in the US Housing Market

11.29.2017 Carin L. Pai, CFA

MARKET COMMENTARY

Investing for Impact: Are You Walking the Walk?

10.20.2017 Carin L. Pai, CFA

MARKET COMMENTARY

Deflation Banished, Inflation Vanished: The Economy Plods Along

09.25.2017 Ronald J. Sanchez, CFA

MARKET COMMENTARY

The Tech Sector Today: Not the Dot-Com Craze

09.25.2017 Carin L. Pai, CFA

MARKET COMMENTARY

A Muni-Picker's Market? Our Answer to the State Budget Crisis Is Selectivity

08.23.2017 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Seven Reasons to Question the Popular Assumptions of the Passive Crowd

08.07.2017

MARKET COMMENTARY

Are Tomorrow's Winners in Your Portfolio Today?

07.19.2017 Viraj B. Patel, CFA

MARKET COMMENTARY

Waiting for Washington: Policy Disappoints, But Global Growth Delivers

06.19.2017 Ronald J. Sanchez, CFA

MARKET COMMENTARY

Global Opportunities, at Home and Abroad

06.19.2017 Carin L. Pai, CFA

MARKET COMMENTARY

When Markets Are Volatile, Hedge Funds Earn Their Stripes

05.22.2017 Wayne A. Sprague

MARKET COMMENTARY

Synchronized Growth Broadens the Market

03.23.2017 Ronald J. Sanchez, CFA

MARKET COMMENTARY

In a Strong Economy, Banks Not Beverages

03.23.2017 Carin L. Pai, CFA

MARKET COMMENTARY

Full Steam Ahead? Why We Think Industrials Are On The Right Track

03.01.2017 Kenneth Siegel

MARKET COMMENTARY

How Long Can This Go On? Policy Expectations Lift the Market Higher and Higher

02.15.2017 Carin L. Pai, CFA

MARKET COMMENTARY

Trump and the Tech Sector: A Frosty Relationship Begins to Thaw

12.27.2016

MARKET COMMENTARY

Economic Outlook

12.23.2016 Ronald J. Sanchez, CFA

CIO Ronald Sanchez shares his views on the markets and economy for the year ahead.

MARKET COMMENTARY

Emerging Trends: Technology and Innovation

12.23.2016 Lawrence A. Sternkopf, CPA

Technology-based financial services and cyber security are shaping the consumer experience.

MARKET COMMENTARY

Equity Outlook

12.23.2016 Carin L. Pai, CFA

With equities continuing to break new ground, Carin L. Pai discusses themes and opportunities for 2017.

MARKET COMMENTARY

Alternative Investments Outlook

12.23.2016 Wayne A. Sprague

Hedge strategies came under pressure last year, but the landscape is changing.

MARKET COMMENTARY

The Next Generation Is Reshaping the Global Economy

12.23.2016

The spending patterns and behaviors of the largest generation in history are redefining the ways of the world.

MARKET COMMENTARY

Fixed Income Outlook

12.23.2016 Jeffrey S. MacDonald, CFA

Rising rates and new government policies will impact the bond market in 2017.

MARKET COMMENTARY

Asset Allocation Outlook

12.23.2016 Viraj B. Patel, CFA, FRM, CAIA

The challenge in 2017 will be to separate the signals from the noise.

MARKET COMMENTARY

A Trump Presidency: What Are the Implications for the Market and Your Portfolio?

11.17.2016 Ronald J. Sanchez

Conference Call Summary and Replay

MARKET COMMENTARY

Trump Wins. What Happens Now?

11.09.2016 Ronald J. Sanchez

MARKET COMMENTARY

Why the Markets Are Tuning out Trump and Clinton

10.13.2016 Ronald J. Sanchez

MARKET COMMENTARY

Our Healthcare Sector Diagnosis: A Touch of Pre-Election Anxiety, but Vital Signs Appear Strong

10.04.2016 Amy Kong, CFA

MARKET COMMENTARY

Building Bridges: From Monetary Policy to Fiscal Stimulus

09.22.2016 Ronald J. Sanchez

Third Quarter 2016 Perspective

MARKET COMMENTARY

To Boost Consumption, Simplify the Tax Code

09.21.2016 Carin L. Pai

Equity Update

MARKET COMMENTARY

While You Were Away: Three Summer Developments You Might Have Missed

09.16.2016 Ronald J. Sanchez

MARKET COMMENTARY

Dividend Builders: How Steadily Rising Payouts Can Boost Returns

08.30.2016

MARKET COMMENTARY

Thirsty for Yield? Municipal Bonds May Offer an Oasis in a Dry Market

08.12.2016 Jeffrey S. MacDonald, CFA

MARKET COMMENTARY

Our Top Investment Themes for the Second Half of 2016

07.26.2016 Ronald J. Sanchez

MARKET COMMENTARY

Happy Days Are Here Again?

07.13.2016 Carin L. Pai

Equities Overview

MARKET COMMENTARY

Second Quarter 2016 Perspective: Economic and Investment Outlook

06.28.2016 Ronald J. Sanchez

Moving Forward in a Tortoise Economy; Slow and Steady

MARKET COMMENTARY

Brexit and Your Portfolio

06.27.2016 Ronald J. Sanchez

A Political Crisis, Not a Financial One

MARKET COMMENTARY

Crossroads Ahead: Brexit, Rates, Elections

06.03.2016 Ronald Sanchez

MARKET COMMENTARY

Asset Allocation Update

06.01.2016

Our Equity Exposure Remains Neutral

MARKET COMMENTARY

Separating the Wheat from the Chaff

03.31.2016 Carin Pai

Why selectivity matters

MARKET COMMENTARY

The Seatbelt Sign Has Been Illuminated

03.28.2016 Ronald Sanchez

First Quarter 2016 Perspective Economic and Investment Outlook

MARKET COMMENTARY

An Alternate Approach to Alternative Investments

03.21.2016 Wayne A. Sprague

MARKET COMMENTARY

The Art and Science of Managing Risk

03.01.2016 Wayne Sprague

Managing risk in a volatile environment

MARKET COMMENTARY

Navigating Market Volatility

01.31.2016 Ronald J. Sanchez

CIO, Ronald Sanchez, shares his views

MARKET COMMENTARY

Return Outlook: From Record-Setting to Subdued

12.31.2015 Ronald Sanchez

Return Outlook: From Record-Setting to Subdued

MARKET COMMENTARY

Equity Markets Are Shaken, but Not Broken

11.30.2015 Carin L. Pai

Equity Markets Are Shaken, but Not Broken