Brexit Clouds Linger | Weekly Market Commentary | January 22, 2019

KEY TAKEAWAYS Following last week’s rejection of Theresa May’s Brexit plan, we discuss what’s next for the United Kingdom and possible market implications. We maintain a cautious tactical view on European equities, given lackluster economic growth, increased political...

Portfolio Compass | January 16, 2019

COMPASS CHANGES No changes. INVESTMENT TAKEAWAYS Expectations for solid but slower growth in the U.S. economy and corporate profits support our forecast of 8–10% returns for the S&P 500 Index in 2019*. We maintain our slight preference for value due to attractive...

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