Global Portfolio Strategy

Global Portfolio Strategy | December 7, 2022

Stocks added to strong October gains in November as the S&P 500 returned 5.6% for the month, leaving the index down 13.1% year to date. The Dow Jones Industrials fared slightly better, gaining 6%, while the Nasdaq added 4.5%. The Dow, up more than 20% from its...

Global Portfolio Strategy | August 3, 2022

The STAAC Committee maintains its overweight equities recommendation relative to bonds for August based on the belief that near-term recession fears may be overdone.