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All Blog Market commentary Videos

March 1, 2021

The vaccination results suggest efficacy of conventional public health measures. Read how great news on vaccines supports markets and limits downside risk.

Market rotation impacts returns

February 1, 2021

Eugene Yashin highlights the strong performance of smaller stocks, value stocks and indicates sector opportunities for investors with a long-term perspective.

What does the COVID relief package mean for investors?

January 1, 2021

Eugene Yashin on how the $900bn COVID relief package combined with the Fed commitment to long-run monetary policy should support the markets going forward.

Building the case for economic recovery in 2021

December 1, 2020

Stocks hit record highs on growing evidence of effective vaccines emergence. Eugene Yashin reviews global and US economics, stock market and portfolio changes.

November market commentary

November 1, 2020

On the eve of elections, Eugene reminds investors of a key lesson from 2016: avoid making big bets that rely on one particular outcome to perform well.

October market commentary

October 1, 2020

Stock markets have cooled off recently and the economy provides stability. The volatility is creating pockets of opportunity for long-term investors.

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