Global Portfolio Strategy | November 8, 2022

Global Portfolio Strategy | November 8, 2022

Key changes from October report: Downgrading real estate view from positive to neutral. After ending September with a 24% loss for the year, stocks surged in October as the S&P 500 returned 8.1%. That strong gain trailed the Dow Jones Industrial Average, which...
Client Letter | Looking Ahead | November 2, 2022

Client Letter | Looking Ahead | November 2, 2022

Dear Valued Investor, October is now behind us and it has delivered on its track record as a historically favorable month for stocks, offering some respite for investors as major equity indices rose for the month. The downside pressure on equities had gotten a bit...