Asset Management Viewpoints: Risk is Always With Us
Election implications? Middle East tensions? War in Ukraine? Striking port workers? Hurricanes? Or is it something else? What are the biggest market risks?
Street SMARTS: Q3 Commentary 2024
Chief Market Strategist Tom Herrick offers a detailed analysis of third-quarter market results and the implications of the Federal Reserve's rate cuts on inflation, employment, and the housing market.
Asset Management Viewpoints: Volatility Spike, Part 2
Find out the latest about the sudden spike in equity volatility from Chief Market Strategist Tom Herrick. New data is included in this "Part 2" of our original "Volatility Spike" report.
Asset Management Viewpoints: Facts Over Fear: Decoding the Stock Market’s Election Year Behavior
Chief Market Strategist Tom Herrick evaluates historical data to answer the question: “How will the stock market be impacted by the upcoming 2024 presidential election?”
Asset Management Viewpoints: Volatility Spike
Chief Market Strategist Tom Herrick deconstructs the latest volatility spike, identifying the culprits, outlook and positioning recommendations.
Street SMARTS: August Commentary 2024
Chief Market Strategist Tom Herrick analyzes the recent market trends and potential impacts of upcoming rate cuts on different sectors and market caps.
Street SMARTS: Q2 Commentary 2024
An analysis of the second quarter market performance highlights the concentrated gains in equities, emphasizing the importance of broader participation for sustained growth.
Street SMARTS: June Commentary 2024
Discover the latest insights into the May market rebound, the impact of strong earnings on risk assets, and the trends in bond market volatility in this comprehensive analysis from Chief Market Strategist Tom Herrick.
What to Do When Traditional Diversification Falls Short
Stocks and bonds have long been the go-to portfolio combination in investing, but the pair also has a repeated history of falling short of investor expectations. Learn more about their relationship and our hedged-equity strategies.
Street SMARTS: May Commentary 2024
Among equity pullbacks and yield pressure, what is the group to watch? Find out in Tom Herrick's May Commentary of Street SMARTS.