Client Letter | Midyear Outlook 2020 | July 14, 2020
Investment insights and market guidance through year-end 2020, plus election 2020 predictions.
Source: WEEKLY COMMENTARY
Investment insights and market guidance through year-end 2020, plus election 2020 predictions.
Source: WEEKLY COMMENTARY
Stocks continued their strong run in June, despite rising COVID-19 cases, and we upgraded our view of growth stocks.
Source: WEEKLY COMMENTARY
2020 is an election year, and as we get closer to November, we expect this to replace COVID-19 and the recession at the top of investors’ minds.
Source: WEEKLY COMMENTARY
Recent economic data has been better than expected, while a summer consolidation in the markets may be possible.
Source: WEEKLY COMMENTARY
Although the US economic recovery has picked up and we expect yields to rise in the second half of 2020, structural forces may help limit the size of the move.
Source: WEEKLY COMMENTARY
LPL Research shares their latest thoughts on international equities and reiterate positive emerging markets view.
Source: WEEKLY COMMENTARY
Stock market valuations have gotten more expensive because earnings have fallen, which may bring volatility if the recovery disappoints.
Source: WEEKLY COMMENTARY
Stocks rose for the seventh May in the past eight years.
Source: WEEKLY COMMENTARY
LPL Research discusses whether the economic recovery may look more like a V-shape than a U, a square root, checkmark, or swoosh.
Source: WEEKLY COMMENTARY
The stock market is forward-looking, and what it’s seeing now provides hope for better things to come.
Source: WEEKLY COMMENTARY