Market and Economic

Turning up the heat on a boiling pot

The passing of Supreme Court Justice Ruth Bader Ginsburg has created a vacancy in the U.S. Supreme Court with only weeks until the November election.
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Market and Economic

Interest rates: Lower for longer…or forever?

On September 16, 2020, we received further confirmation that the Fed is prepared to provide whatever support the economy needs including further action should the recovery tail off.
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International and Global

High inflation risk is dividing the investment community

The month of August ended with a paradigm shift in the monetary policy framework of the Federal Reserve.
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September 2020

Turning up the heat on a boiling pot

The passing of Supreme Court Justice Ruth Bader Ginsburg has created a vacancy in the U.S. Supreme Court with only weeks until the November election.

September 2020

Interest rates: Lower for longer…or forever?

On September 16, 2020, we received further confirmation that the Fed is prepared to provide whatever support the economy needs including further action should the recovery tail off.

September 2020

September 2020 Fixed Income Market Update

In our view, U.S. corporates appear attractive even noting the recompression of spreads since the first quarter.

August 2020

Biden goes the predictable route

After a lengthy vetting process, Democratic presidential candidate Joe Biden selected Senator Kamala Harris as his running mate for the 2020 presidential election.

August 2020

U.S. presidential election outlook

As the 2020 election season heats up, it is important to understand the investment implications of a potential change in government versus the status quo.

August 2020

Bluebirds fly

This month, we’ll focus on the strong recovery in the muni market over the second quarter, which proved to be illuminating to municipal investors on a couple fronts.

August 2020

August 2020 Fixed Income Market Update

In our view, monetary and fiscal policy have done a tremendous job in papering over fundamental uncertainty.

July 2020

The U.S.-China relationship in a changing global economy

An inevitable blame game between the U.S. and China has followed COVID-19, but the crisis has really just extended the “trust deficit” that has been steadily building between the two countries in recent years.

July 2020

COVID-19 isn’t going away

We think the most detrimental economic effects of the virus are unlikely to return, though the human cost may become more painful yet in the U.S.

July 2020

The hidden value in corporate bonds

Since late March, US investment grade corporate bonds have recovered approximately 80% of their Covid-driven spread widening.

July 2020

The great disconnect between the economy and the stock market

The bounce occurred and it had nothing to do with investment fundamentals.

July 2020

July 2020 Fixed Income Market Update

In our view, the magnitude and speed of the market recovery in the second quarter are noteworthy and potentially cautionary.

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