Commentaries

By K. SEAN CLARK, CFA®, Chief Investment Officer

2021 Market Outlook Commentary

Hope on the Horizon: Where Do We Go From Here? Highlights We believe: There is good reason to enter 2021 with…

Market Moves: Charting Our Strategies, December 2020

Within the hard-hit consumer space, hotels, casinos, cruise lines and airlines rallied on the hope of a more positive 2021 outlook. In this market environment, a barbell approach seems appropriate within our bottom-up equity portfolios.

2021 Market Outlook Resource Center

2021 Market Outlook Webcast Replay Click here for the 2021 Market Outlook Slides Click here to read the 2021 Market Outlook...

Market Moves: Charting Our Strategies, November 2020

Within the hard-hit consumer space, hotels, casinos, cruise lines and airlines rallied on the hope of a more positive 2021 outlook. In this market environment, a barbell approach seems appropriate within our bottom-up equity portfolios.

By JAMIE MULLEN, Senior Portfolio Manager

4Q 2020 — Tax-Free Fixed Income

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

3Q 2020 SMA Fixed Income Commentary

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

3Q 2020 — Tax-Free Fixed Income

A lower and flatter yield curve took center stage for tax-free bonds through the first quarter of 2019, taking an encore from the sound performance during the back half of 2018.

2Q 2020 SMA Fixed Income Commentary — “Whatever It Takes” Squared

If the health of the U.S. economy remains on solid ground, then the speed and direction of the Fed policy change this year is quite interesting.

By MAIRA THOMPSON, Senior Portfolio Manager

4Q 2020— Economic Reopening Sets Stage for Cyclicals

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

3Q 2020— Another Fickle Value Rally?

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

2Q 2020— One for the Record Books

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

1Q 2020— Dividend Stocks Reset Expectations

The market reversed course in the first quarter with the S&P 500 Index climbing 13.1% after a bruising fourth quarter decline which narrowly missed the 20.0% bear market territory.

By MASON WEV, CFA®, CMT, Portfolio Manager

3Q 2020— Coronavirus Pandemic Feeds Dislocations Between Winners and Losers

2020 has proven to be the one of the most turbulent and challenging years in recent memory and for many investors,…

2Q 2020— COVID-19 Feeds Dislocations Between Winners and Losers

Investors’ burgeoning hope and subsequent buying frenzies led to a massive 20% rebound in the S&P 500 and other risk assets…

1Q 2020— Quick, Dramatic Pain, but Long-Term Opportunity

When we look at the title of our fourth quarter commentary, “2020 Should Be Highlighted By Stable Fed Policy & Election-Driven…

4Q 2019— 2020 Should Be Highlighted by Stable Fed Policy & Election-Driven Opportunities

While 2018 featured rising interest rates and losses among virtually all major asset classes, 2019 was the polar opposite. Both stocks…

By TONY SOSLOW, CFA®, Senior Portfolio Manager

4Q 2020 — Small Cap Trails Record Russell 2000 Gain

Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

4Q 2020 — Multi-Style, Multi-Cap Lifts All Cap in Fourth Quarter

Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

4Q 2020 — International Equity Ends 2020 on a High Note

Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

4Q 2020 — SMID Remains Steady as Russell 2500 Gallops Ahead

Bitcoin Vigilantes Market Recap Anticipating strong economic and earnings gains in 2021 after the COVID inspired recession in 2020, broad stock…

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