Market commentary Tag

Written by Brian Johnson, Chief Investment Officer Summary: The fourth quarter of 2018 was a nasty one for stocks. Through it, we have maintained our defensive positioning. We expect U.S. stock returns over the next 10-15 years to be substantially worse than the last 10 years....

Written by Brian Johnson, Chief Investment Officer Summary: It’s been hard to find positive returns in 2018. We’ve made a number of allocation updates within our models to respond to the evolving landscape. If market and economic indicators continue deteriorating in the weeks and months ahead,...

By Brian Johnson, Chief Investment Officer Summary: Signs point to this correction likely being sentiment driven and nearing its end. A healthy earnings season, led by the technology sector, could be just the medicine that the bull market in stocks needs to resume its upward trend. The...