“Tariff Turbulence” | Weekly Economic Commentary | March 5, 2018

"We believe any potential negative impact caused by the proposed tariffs in isolation will be small."..

“The Bull Is 9, Can It Make 10?” | Weekly Market Commentary | March 5, 2018

“The bull market will celebrate its ninth birthday on March 9, 2018. This week, we look at some of our…..

“Tips on TIPS” | Bond Market Perspectives | February 27, 2018

"Treasury Inflation-Protected Securities (TIPS) are sought after when inflation is expected to rise."..

“March Madness for Central Banks” | Weekly Economic Commentary | February 26, 2018

"March brings several significant events that have the potential to be market movers."..

“Raising 2018 Earnings Forecasts” | Weekly Market Commentary | February 26, 2018

“We have raised our 2018 S&P 500 EPS forecast from $147.50 to $152.50 and our S&P 500 year-end fair value…..

“Data Deluge Shows Steady Growth” | Weekly Economic Commentary | February 20, 2018

"Many important economic reports were released last week and collectively they showed continued strength in the U.S. economy."..

“Out of the Woods?” | Weekly Market Commentary | February 20, 2018

“Are we out of the woods yet?”..

“Managing Interest Rate Risk” | Bond Market Perspectives | February 20, 2018

"Yield curve positioning and proper diversification remain prudent strategies to manage interest rate risk."..

Search for Income | Q4 2017

The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies...

Portfolio Compass | February 14, 2018

“Upgraded industrial metals view from neutral to neutral/positive.”..