Quarterly MAP Views

From Our Investment Team to You

MAP Views Third Quarter 2021
July 6, 2021
Stocks marched higher during the past three months, marking the fifth consecutive quarterly advance since the pandemic-induced crash last year. Value stocks continued their upward momentum but did give up some of their gains relative to growth stocks in June.
MAP Views Second Quarter 2021
April 6, 2021
A noteworthy rotation from growth to value that began late last year continued in the first quarter of 2021. Some of last year's biggest winners underperformed during the quarter, while investors gravitated toward some of last year's laggards. 
MAP Views First Quarter 2021
January 8, 2021
You certainly did not need 20/20 vision to see that 2020 was not an ordinary year. From a global pandemic, civil unrest to an election like no other, news headlines took many twists and turns throughout the year.
MAP Views Fourth Quarter 2020: Countdown to the Elections
October 13, 2020
It seems that this election has stirred more emotions and captivated more voter interest than any other election in recent memory.
MAP Views Third Quarter 2020: Rebound versus Recovery
July 13, 2020
It goes without saying that 2020 has been a year for the record books. However, remaining complacent is not a prudent action during these unprecedented times.
MAP Views: Second Quarter 2020
April 6, 2020
We are hopeful there will be a reprieve from the virus in the coming months but will be on the lookout for a resurgence in the fall (along with the traditional cold and flu season).
MAP Views: 2019 Year-End Review and 2020 Preview
January 14, 2020
Earnings flat, valuations up. Emerging markets attractive. Bond yields less attractive. Selectivity is key.
MAP Views: Fourth Quarter 2019
October 25, 2019
Elections on the horizon. "It's the economy, stupid". Average investor performance.
MAP Views: Third Quarter 2019
July 31, 2019
Global bond yields continue to sink. Steadfast selectivity will be the key. Trade deal views.
MAP Views: Second Quarter 2019
April 16, 2019
Markets rebound. Fed soothes investors' jitters. Valuations appear reasonable (for some companies).
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