“With equity markets making new highs and the bull market close to turning eight-years old, are we entering another period of irrational exuberance?”
Source: WEEKLY COMMENTARY
“Amid fluctuations in interest rates, shorter-term fixed income may deliver lower price volatility than longer-term.”
Source: WEEKLY COMMENTARY
“• This month has several significant events that have the potential to be market movers. ”
Source: WEEKLY COMMENTARY
“Corporate sentiment improved during the third quarter based on our analysis of earnings conference call transcripts for third quarter 2016 earnings season.”
Source: WEEKLY COMMENTARY
“The consensus view heading into the presidential election was that a Donald Trump victory would result in an equity market sell-off and a flight to the safety of U.S. Treasuries and other high-quality bonds. Many were surprised to see the opposite result—bond prices moved lower, whereas equity markets rallied.”
Source: WEEKLY COMMENTARY
“November 2016 is shaping up to look a lot like November 2015 in the bond market, but it doesn’t necessarily feel that way.”
Source: WEEKLY COMMENTARY
“This week we preview the holiday shopping season.”
Source: WEEKLY COMMENTARY
“The U.S. economic landscape is still running under its long-term potential and could benefit from economy-boosting policies.”
Source: WEEKLY COMMENTARY
The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.
Source: WEEKLY COMMENTARY
“Upgraded small caps and industrial metals to neutral from negative/neutral. Upgraded TIPS to neutral from negative/neutral.”
Source: WEEKLY COMMENTARY
