U.S. Equity Strategy: Healthy Sector Rotations Continue
The rotation out of stay-at-home/COVID-19 beneficiary stocks and into reopening/economically sensitive stocks that we highlighted last week has...
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U.S. Equity Strategy: Is Fourth Time a Charm?
Global equities (ACWI) and the equal-weighted S&P 500 are attempting to break out for the fourth time this year from what has seemed like a...
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U.S. Equity Strategy: One Step Forward, One Step Back
As the market churns in a one step forward, one step back fashion, we remain in wait-and-see mode as to whether recent improvements in cyclical...
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All-Time Closing Highs Fails To Impress
The S&P 500 made a new all-time closing high following the largely as-expected U.S.-China trade cease-fire agreement, but it did so...
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Tax Reform Top of Mind for Wide-Moat U.S. Industrial Firms
Shares of diversified industrials have traded up in the aftermath of the U.S. presidential election, frothy with anticipation as a...
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