Eye on the Market Outlook 2020J.P. MORGAN ASSET MANAGEMENT Ghosts of Christmas Past. After a very positive year for investors in 2019, we expect lower positive returns on financial assets in 2020 as some Ghosts of Christmas Past reappear. We don’t expect a global or US recession, and anticipate a modest growth and profits rebound now that worst case trade…
Cross-Asset Strategy: With equities trading near last summer’s highs and at above-average multiples, despite weakening earnings and the recent...
The Leuthold Group The Major Trend Index continues to oscillate within its neutral zone. There have been no...
Key talking points We take a look at how consumers have historically adjust their spending during recessions and compare...
Good Sunday morning to all! I, Seth Golden, will be flying solo on this Research Reporting mission as our...
Welcome to this week’s State of the Markets with Wayne Nelson and Seth Golden. Please click the following link to review the SOTM video. In this week’s...
Investors are hopeful that April proves a better month for equities than did March and after closing out a...
7 GENERAL PRINCIPLES: What is evidence-based research 1. Nothing new under the sun: Importance of looking at cycles 2....
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