Within the fixed income asset class, we are redeploying cash from the sale of the equity positions to initiating a position in BIV. Read more...

Given the deteriorated reward-risk profile on a strategic basis, our overall analysis suggests that an increasingly tactical approach in the management of equity allocations is required at this time. Read more...

Both the economic activity data and the inflation data reported in the BEA’s Advance Estimate of GDP for 1Q 2019 have very bullish implications for US equities in the intermediate term. Read more...

This issue of Portfolio Strategy Monthly will update readers on the evolution of key economic and financial conditions during the past month that are critical for the design of our portfolio strategy. Read more...

In this report, based on historical data, we review three different S&P 500 return scenarios based on three different dates for the trough in Initial Unemployment Claims. Read more...