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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U.S. Fixed Income

September 2020 Fixed Income Market Update

In our view, U.S. corporates appear attractive even noting the recompression of spreads since the first quarter.
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September 2020

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.

July 2020

The great disconnect between the economy and the stock market

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

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