Equities are facing one of the best backdrops for sustained gains next year. After a prolonged period of elevated risks (global trade war, COVID-19 pandemic, US election uncertainty, etc.), the outlook is clearing with the business cycle expanding and risks diminishing. We expect a “market nirvana” scenario for equities with the melt-up continuing into 1H21, driven by earnings recovery and…
When stocks and bonds send mixed signals, we listen to stocks more attentively. The underlying message is clear: Stay...
A new year brings new investment opportunities even if the narrative isn’t changing. We still recommend a large cap...
MACROECONOMIC OUTLOOK: Our view is that the market turmoil and economic slowdown over the past 18 months is not...
This week, I had the pleasure of presenting our market outlook to clients at an event held at the...
Barron’s: What’s the good word, if any, on the economy and the markets? Jeffrey Gundlach: We are more cautious...
Markets to continue following the path of COVID recovery Cross-asset Strategy: Risk markets recovered from the technical sell-off, as...
Investing isn’t about beating others at their game. It’s about controlling yourself at your own game! ~Ben Graham If...
Last year proved a painful time to be an investor, and for the most part, it didn’t matter what...
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