Global Portfolio Strategy | October 5, 2022

Key changes from September report: Downgrading financials view to negative from neutral. Upgraded our view of duration to neutral Lowered S&P 500 Year-End Fair Value Target to 4,000-4,100 from 4,300-4,400. Investor sentiment was hit from multiple directions in...

Client Letter | Could the Worst be Behind Us? | October 5, 2022

First, we want to acknowledge the tremendous damage and displacement caused by Hurricane Ian. Our thoughts are with those impacted by this devastating storm. This has clearly been a challenging year for households. Stocks and bonds are both down significantly....