Tuesday, December 18, 2018

Outlook 2019: Seeing the Picture When the View is Less Than Clear

The outlook is complex with a myriad of issues that can influence the economic setting and financial market behavior. Much depends on the evolution of interest rates, trade, and the global economy.

Wednesday, November 7, 2018

Investment Implications of Midterm Election Results

History shows that economy and Federal Reserve monetary policy are much more important to investors than politics, and incoming U.S. economic data remains encouraging.

Monday, November 5, 2018

Investment Perspectives: Phase Transition, Credit Cycle, and the Great Reset

This month's Investment Perspectives discusses shifting investor sentiment, credit cycle in the yellow zone, and the October market reset.

Wednesday, October 31, 2018

Effects of Interest Rates on Bonds

The last two years of financial history have proven that long-term trends can reverse remarkably quickly.

Thursday, October 4, 2018

Investment Perspectives: Higher Rates, Market Debt, and Seasonal Wisdom

This month's Investment Perspectives discusses portfolios and higher rates, emerging market debt, and potential for the market heading into 2019.