We expect economic data will decline sharply, but we also think we’ve already seen the primary low for this bear market.
When it happens, we think the recovery in the economy and in risk assets will be sharp and rapid.
Market bottoms are a process, not an event. This will likely take some time.
Coronavirus fears made for a volatile week, but most indexes ended higher.
We don’t believe a true recession will occur, but acknowledge that downside risks are high.
Despite near-term risks, we expect coronavirus-related economic issues to be contained.
We expect the current economic expansion and equity bull market to persist.
It was a good year for stocks—and the accuracy of the strategist's outlook.
This looks to be a stock-pickers environment where selectivity is key.
We are hopeful that a modest improvement in economic growth will take hold.
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