Asset Management Viewpoints: Private Versus Public Performance
A deeper understanding of recent performance trends and future outlooks reveals intriguing implications for equity strategies.
2025 Market Outlook
Explore the trends and forecasts shaping the market landscape and gain valuable insights with our market outlook for 2025.
Street SMARTS: December Commentary 2024
November saw equities surge, but with bullish sentiment nearing extremes and potential market shifts on the horizon, a strategic approach to investment could be key.
Asset Management Viewpoints: Beyond the Ballot: Voting Day Reverberations
What implications does the November 5 US elections have on yields, mortgage rates and the overall market?
Street SMARTS: November Commentary 2024
An update on the recent rise in yields and the fears driving it. Is this a return of the "bond vigilantes?"
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.