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Tech and Communications outperform amid the Delta wave

August 2, 2021

Despite the growth bounce there're concerns around the Delta wave impacting the market and Tech serves as a safety resort against potentially slower economy.

Stocks reach highs again. What comes next?

June 28, 2021

GDP is on target to grow above 6% with gains in exports, a decline in jobless filings, a rebound in consumer sentiment, and rising industrial production.

US economy on a firm footing

June 1, 2021

Declines in jobless filings, stability in retail sales, gains in production. How does the US economy recovery affect stock market and portfolio management?

Stocks touch record highs in April as the economy rebounds

May 3, 2021

Amid earnings season, a critical question now is whether the entirety of the economic recovery has already been discounted in the stock and bond markets.

Market leadership changes as opportunities for investors

April 1, 2021

With economic growth projections and huge liquidity we expect inflation to kick in. Read how we adjust our postures to address the changing environment.

Great news on vaccines

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.

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