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Insights & Ideas

Keeping you at the forefront of modern investing
CONTENT WITH Stocks
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U.S. stocks have continued to climb amid optimism about a vaccine-led economic recovery, but bad news could easily throw markets off track.
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The Democratic Party sweep changes the stakes for several sectors.
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What we expect to see over the next three to six months.
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December brought the first payrolls decline since last April; with leisure/hospitality—and women—bearing the brunt of the weakness. Expect more economic “scarring” to come.
As 2020 draws to a close, what can investors expect from the markets in 2021?
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The market’s tenor changed in early September, when the “rotation era” began; with the benefit of better breadth, but the risk of euphoric sentiment.
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After the tumult of 2020, the economy may regain its footing next year.
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With COVID-19 vaccines on the horizon, the longer-term economic outlook appears brighter.
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Stocks head into 2021 having crossed the COVID chasm; but the economy has more work to do. Will vaccines get us to the other side?
Successful investing is about what you buy and when you buy it, but also what you sell and when you sell it. So how do you decide which stocks and bonds to sell when?
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