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.


Friday, September 7, 2018

Investment Perspectives Podcast, Episode 4: Trade Risks, Fed Rate Hikes, and Market Forces

This Investment Perspectives discusses China's balancing of policy and economic risk, expectations around Fed rate hikes, and the effects of market forces.

Wednesday, August 1, 2018

Investment Perspectives Podcast, Episode 3: Economic Cycles, Quantitative Tightening, and August Market Trends

This Investment Perspectives explores major inflection points in economic cycles, practical experience with Quantitative Tightening, and August trends in the market.

Friday, July 13, 2018

Investment Perspectives Podcast, Episode 2: Portfolio Adjustments for a Desynchronizing World

Our leading strategists discuss desynchronization, how trade has encumbered the market, and a shift toward the positive in market narratives.

Outlook 2018: Mid-Year Update

The Mid-Year Update is an opportunity to look back on the year's first half and adjust forecasts for the remainder of it, if necessary, from that which we foresaw in our Outlook 2018 publication released back in December.

Thursday, July 12, 2018

Investment Perspectives Podcast, Episode 1: Oil Prices, Euro Crises, and More

Our leading strategists discuss higher gas prices, hopes that the S&P will move higher, and the Italian bond market and the Summer Euro Crisis.

Tuesday, May 1, 2018

Investment Perspectives: Peaked growth, the Federal Reserve, and Key Factors

This Investment Perspectives zeroes in on where growth has peaked, the Fed raising interest rates, and four key factors that will guide market activity through the rest of 2018.

Sunday, April 1, 2018

Investment Perspectives: Trade with China, LIBOR, and Continuing Volatility

This Investment Perspectives examines implications of the trade negotiations with China, increase in LIBOR, and persisting market volatility.

Thursday, March 1, 2018

Investment Perspectives: Corrections, Policy Uncertainty and Heightened Volatility

This Investment Perspectives discusses corrections amidst market volatility, higher uncertainty for Fed policy decisions, and a rally suggested February's low won't be revisited.

Thursday, February 1, 2018

Investment Perspectives: Growth, Decline and Positive Market Returns

This Investment Perspective touches on the Tax Cuts and Jobs Act of 2017, a difficult start for U.S. bonds, and volatility in the stock market in the last week of January.

Monday, January 1, 2018

Investment Perspectives: Forecast 2018

Forecast 2018: Another year of solidly positive economic growth with an added impulse coming from the recently passed legislation on tax reform.