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Fourth Quarter, 2020

After a year full of surprises, including remarkable stock market performance around the globe, we are positioning portfolios somewhat defensively. Learn where our thematic research is leading us in 2021.

Third Quarter, 2020

Despite the pandemic-related fall-off in February and March, the S&P 500 recently hit an all-time high. With a difficult-to-predict economic outlook, what’s next for equity markets? Read our investment update for our perspective.

 

Amy Raskin, Chief Investment Officer, appeared on CNBC’s Fast Money Halftime Report on May 14, 2020. Hear her perspective on the economic downturn, the liquidity push, and her optimism about a Covid 19 remedy.

Amy Raskin featured on CNBC’s Fast Money Halftime Report – May 14, 2020

Amy Raskin, Chief Investment Officer, appeared on CNBC's Fast Money Halftime Report on May 14, 2020, to discuss current market conditions and what they mean for investors.