Month

February 2020

Markets and a Health Crisis: What Happens Next?

As the world continues to deal with the burgeoning coronavirus, investors may need a reminder about past health crises and the resulting market return in meaningful time periods later. Today should be no exception.
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Employment Situation – January 2020

Our commentary on January 2020 employment numbers released this morning.
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Our View on the Coronavirus and the Stock Market

Like many, our equity teams have spent considerable time thinking through the cascade of "what happens if” scenarios pertaining to the new coronavirus outbreak.
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