Rising Interest Rates

    Nov 21, 2017

Looking Beyond U.S. Large-Cap Equities

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U.S. small-cap stocks have historically benefitted when the U.S. economy has shown signs of increasing strength. In the U.S., small-cap stocks have historically performed...

    Oct 12, 2017

Survey Surprises Support Equities

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U.S. equities have been on a quite the tear of late, and two big surprises in the economic data last week helped to further support a positive outlook.

    Oct 5, 2017

Looking Under the Hood of Convertibles’ Strong Results

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The stock market reached a new all-time high at the end of the third quarter. With the bull market now at...

    Sep 28, 2017

The Fed Makes Moves

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No one can say they weren’t warned: the Fed has been telegraphing the start of the great unwinding of its balance sheet for months. This week, it became a reality...

    Sep 27, 2017

Will the Fed and Markets Continue Their Rivalry?

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Last week, the Federal Reserve signaled its commitment to raising interest rates at a pace of three hikes per year...

    Sep 22, 2017

The Federal Reserve’s “Big” Unwind

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As expected, the Federal Open Market Committee (FOMC) left short-term rates unchanged, and officially announced the unwinding of its balance sheet...

    Aug 7, 2017

Growth Potential Ahead?

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While the global economy has gained momentum over the past six months, financial uncertainty and the corresponding risks point to modest growth potential domestically through...

    Aug 7, 2017

Is Market Volatility on the Rise?

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Given current valuations, low and rising interest rates, and modest global growth, we expect a single-digit return environment in the years ahead...