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The rotation begins as the waiting game continues

Why we think the rotation out of tech could have legs over the next 6 months.

Learn more

Markets/Economy

Statue of Liberty in front of New York City

Immigrants key drivers of U.S. economy

Active Management

Flight of big carrier rocket above the clouds.

Initial public offerings are back

Equity

A lighthouse shines over the waters of Lake Huron.

Remaining optimistic but incrementally more cautious

Curious coastal brown bear in a field of grass.

Help for those ‘struggling to understand’ the market

Active Management

Toy bear standing on an orange chart.

Major retest of March lows in as bears complain stocks are ‘detached from reality’

Pieces on chess board face an open window.

Bull stumbles to feet as stock picking drives market

A man walks down a path with signs pointing in all directions.

What might a post-Covid world look like?

Pages of a calendar drifting into the air.

Will the recovery favor value or growth stocks?

Businessman holding in hands bear and bull figures.

What’s driving your outlook?

Geometric shapes on a wooden background.

‘Corona Crisis’ update: Enter the stock picker

Ocean view at sunset.

Dark clouds to clearer skies

Bull and bear figures standing on a blue graph.

Hold your ground

A cowboy rides a big thundering bull in a rodeo arena.

The bull roars back

Equity

Car driving on a bridge over a blue river.

Sharpe Thinking: looking back at an extraordinary first quarter

Geometric shapes on a wooden background.

‘Corona Crisis’ update: The bull gets the virus

Telescope in New York.

Patience and long-term view required

A set of Newton pendulum balls, with one in motion.

Stand pat into quarter-end

Stock market background design.

Taking measure in a fast-moving crisis

Pile of colorful wooden building blocks.

‘Corona Crisis’ framework update: Sizing up the mountain, the valley and the Sherpa

Equity

Geometric shapes on a wooden background.

Our framework for thinking about Covid-19

International/Global

Ho Chi Minh City, Vietnam, Aerial View of Saigon Cityscape

Positive outlook for international investing

Equity

Worried businessman puts his head in his hands in front of a computer screen.

A long-needed correction finds 2 good excuses

Equity

Investing in the U.S. markets

Bullish enough on 2020

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