In Weekly News

The five largest stocks in the S&P 500 have accounted for a disproportionate share of stock market returns for some time now. How concerning is this?

As COVID-19 uncertainties continue, we examine revised GDP outlooks for the U.S., Canada, the EU, and China, and discuss portfolio positioning.

Interest rates on investment-grade corporate debt are at historic lows, but we see value in preferred shares for fixed income portfolios.

The president is but one of many factors that impact markets. Don’t let the media’s election coverage sway investment strategy. Focus on what matters.

Investors should widen their range of vision, and look at the contours of the economic recovery and how earnings estimates for 2021 shake out.

We are upgrading our stance on European equities to Market Weight from Underweight as several key developments appear to be afoot on the continent.

We examine recent volatility impacting equity markets, and look to manage investment risk against this backdrop.

With the Fed’s punch bowl here to stay, and another multiyear period of low rates ahead, we look at how to position fixed income portfolios.

While some tempting cases can be made for value, we think it’s too soon to go big into value stocks at the expense of growth stocks.