Insights

    Nov 19, 2019

Time to go global?

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Ten years of economic growth in the U.S. has produced a decade of outperformance for U.S. equities as compared to a broad basket of international stocks...

    Oct 24, 2019

Risks increase under weight of geopolitical disruption

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The contest for world leadership in the 21st century is underway...

    Oct 15, 2019

A weak earnings season is just beginning

by: ; Multi-Asset Solutions team

Slowing economic growth has weighed on corporate sales and profits...

    Oct 2, 2019

Are market “signposts” signaling an emergency landing?

by: ; Multi-Asset Solutions team

In our latest outlook update, we identified conflicting forces that would set the stage for a volatile market...

    Sep 11, 2019

Six risks on our list

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There is no shortage of attention to political and geopolitical risk in financial market analysis...

    Sep 9, 2019

Look to Insured Munis for High Quality and Attractive Income

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MacKay Municipal Managers have said that insured municipal bonds are like having a belt with suspenders...

    Sep 3, 2019

Economic Muddling and Market Meddling

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Our latest market outlook update highlights key indicators we are watching and ideas for investing accordingly...

    Aug 14, 2019

U.S. Treasury Curve Signals Distress

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Today, bond investors sounded the alarms. The 10-year and 30-year U.S. Treasury yields fell, causing the 2-year vs. 10-year portion of the yield curve to temporarily invert...