Posted on November 16, 2017Portfolio Compass | November 15, 2017 “Lowered healthcare sector view from neutral/positive to neutral.”
Posted on November 14, 2017Search for Income | Q3 2017 The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.
Posted on November 14, 2017“Further Flattening” | Bond Market Perspectives | November 14, 2017 “The yield curve continues to flatten, but remains far from inverting or signaling an impending recession.”
Posted on November 13, 2017“President Trump’s First Year” | Weekly Market Commentary | November 13, 2017 “Last week marked the one-year anniversary of President Trump’s Election Day victory. This week, we reflect on the past year and look ahead to 2018.”
Posted on November 13, 2017“Productivity Pickup” | Weekly Economic Commentary | November 13, 2017 “Productivity grew 3% in the third quarter, the best quarter since 2014.
Posted on November 13, 2017“Tax Reform Timeline” | Weekly Economic Commentary | November 6, 2017 “We believe that Republicans are highly motivated to get tax reform done and that pragmatism will ultimately win the day.”
Posted on November 9, 2017Market Insight Monthly | October 2017 “Economic reports released in October 2017, which mostly reflect economic activity in September, largely exceeded expectations throughout the month.”
Posted on November 7, 2017“Saved By the Bell” | Bond Market Perspectives | November 7, 2017 “High-quality fixed income was on pace for another negative month late in October, but global events caused a last minute rally.”
Posted on November 6, 2017“MLP Weakness Appears Overdone” | Weekly Market Commentary | November 6, 2017 “We believe that weakness in MLPs may be overdone and the group could be poised for a turnaround.”
Posted on October 31, 2017“Trending TIPS” | Bond Market Perspectives | October 31, 2017 “TIPS are a high-quality asset class that can potentially cushion portfolios if inflation continues to increase.”