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MARKET ANALYSIS

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Pessimism May Be Overdone | Weekly Market Commentary | January 17, 2023

Pessimism May Be Overdone | Weekly Market Commentary | January 17, 2023

Fourth quarter earnings season is underway and probably won’t bring much good news. Lackluster global growth, ongoing profit margin pressures from inflation, and negative currency impacts are likely to translate into a year-over-year decline in S&P 500 Index earnings for the quarter.

Global Portfolio Strategy | December 7, 2022

Global Portfolio Strategy | December 7, 2022

The Strategic and Tactical Asset Allocation Committee has upgraded its view of financials from negative to neutral, while the precious metals view goes from negative to positive.

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