As we emerge from the pandemic shutdown in 2021, we believe investors should prepare for a more cyclical rebound with a better economic growth environment. Jeremy Schwartz provides a solution for investors seeking to gain more cyclical exposure in their portfolios.
Trying to outguess the market is, in the end, a fool’s game. Scott Welch explains why he believes instead that investors should seek to build strategic “all-weather” portfolios that can handle whatever comes their way over full market cycles.
The battle for the Southwest is key to the 2020 election. Jeff Weniger discusses the battleground states and what the November 3 outcome means for the market.
Whether or not there is a COVID-19 second wave may be the determining factor in the presidential election. Jeff Weniger discusses the outlook for the most-watched swing states and what it means for the market.
Equities’ recovery from their March lows has been extraordinary but uneven. For investors looking for multiple expansion during a cyclical recovery in equities, Matt Wagner explains why small-cap quality looks far better positioned than large caps.
