On November 20, we hosted a post-election discussion with Dan Clifton, head of policy research at Strategas Securities.
Dan Clifton Post-Election Discussion Webinar Recording
Two Steps Forward, One Step Back
On the back of the strongest election week returns since 1932, markets rallied sharply to begin this week as Pfizer announced 90 percent efficacy on a COVID-19 vaccine. Even more, the industries performing best were those most sensitive to economic momentum, instead of the “stay-at-home” trade that has dominated the market for the majority of the year with Amazon, Apple, Microsoft, Facebook and Google accounting for around 80 percent of the S&P 500 return.
Q4 2020 Mid-Quarter Investment Strategy Update
On October 20, our firm hosted a mid-quarter Investment Strategy Update webinar presented by Chief Investment Officer, George Hosfield, CFA, and Head of Fixed Income, Brad Houle, CFA.
Wealth Management Strategy Fourth Quarter 2020: Ready, Set, Wait ...
Mid-Quarter Investment Strategy Update Webinar
Video recording of our mid-quarter Investment Strategy Update webinar which was presented on August 27, 2020.
Prognosis Negative
While the broad market finished the holiday-shortened week positive, healthcare investors weren’t as fortunate. Continued chatter regarding “Medicare for All” as well as a Health and Human Services proposal to ban drug rebates for Medicare are weighing on the sector.