Market & Economic Perspectives

Q2 2020 Earnings: Terrible, But Still Positive
Although it's still early days, earnings season results are coming in better than analysts had expected.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
07.22.20Estimated Reading Time: 4 Minutes
Is the Value Premium Dead?
Commonwealth’s Peter Essele looks at the value premium in light of its recent underperformance and new data discussed by Eugene Fama and Kenneth French.
Market & Economic Perspectives
Peter Essele, CFA®, CAIA, CFP®
07.08.20Estimated Reading Time: 4 Minutes
Why Has the Market Disconnected from the Pandemic?
As case counts go up, the market has also risen. What's going on? Turns out, there's a reason for the disconnect.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
06.30.20Estimated Reading Time: 4 Minutes
Green Shoots for International Equities?
International equities are often viewed as chronic underperformers, but that narrative may be changing.
Market & Economic Perspectives
Anu Gaggar, CFA®, FRM®
06.24.20Estimated Reading Time: 6 Minutes
Is the Market Melt-Up Cause for Concern?
The V-shaped recovery seems well underway, but there are reasons to be concerned about where the market is now.
Market & Economic Perspectives
Brad McMillan, CFA®, CAIA, MAI
06.17.20Estimated Reading Time: 4 Minutes
In Response to “The Looming Bank Collapse”
Are we on the cusp of another financial crisis? Commonwealth’s Nick Follett says not so fast.
Market & Economic Perspectives
Nicholas Follett
06.16.20Estimated Reading Time: 7 Minutes

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Q2 2020 Earnings: Terrible, But Still Positive

Is the Value Premium Dead?

Why Has the Market Disconnected from the Pandemic?

Green Shoots for International Equities?

Is the Market Melt-Up Cause for Concern?

In Response to “The Looming Bank Collapse”

Are we a good fit?