Global Portfolio Strategy
Thu, January 12, 2023 | 7:30PM ET
Brian2
Brian Rauscher, CFA AC

Head of Global Portfolio Strategy and Asset Allocation

January 2023 Outlook — Inflation/Fed Cycle Lingers Longer & Patience Needed

From current levels, our work suggests that the strategic reward/risk tradeoff for the S&P 500 is still tilted towards risk, but with a high likelihood...

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Global Portfolio Strategy
Tue, December 27, 2022 | 8:03PM ET
Brian2
Brian Rauscher, CFA AC

Head of Global Portfolio Strategy and Asset Allocation

What Our Clients Are Talking About Behind the Scenes

Well, Santa certainly doesn't appear to be making an appearance this year. Maybe Rudolph's nose, which normally lights his path, wasn't working, or Santa's sleigh...

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Global Portfolio Strategy
Fri, June 5, 2020 | 6:53PM ET
Brian2
Brian Rauscher, CFA AC

Head of Global Portfolio Strategy and Asset Allocation

Healing Process Continues to Increase: Remain Bullish

New Observations from the broad-based S&P 1500 ERM review My latest review shows that the healing process that began in earnest last month, continues to...

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