Uptick in Inflation

    May 3, 2017

Trump, Tech, and Shareholder Yield

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The first 100 days of the Trump administration posted the third best stock market performance for a first-term President since WWII. Thinking ahead...

    Apr 28, 2017

Duration: Not Debunked, Just Practically Applied

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When will interest rates rise and by how much? This question has been analyzed and debated continuously over...

    Apr 20, 2017

Uptick in Inflation Presents Opportunities

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Recent inflation data was lower than expected. Now, some of this reflected cell phone plans and a...

    Mar 16, 2017

Specter of Inflation Should Trigger Look at Commodity Exposure

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Institutional investors have long incorporated commodities in their portfolios as a way to seek...

    Mar 7, 2017

Navigating Optimism and Uncertainty

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The early days of the Trump era find the pulse of the business community in an unusual place—the co-existence of both historically high optimism and uncertainty.

    Mar 2, 2017

A Change in the Interest-Rate Cycle

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Today’s bull market in the U.S. ranks as the third longest bull market for bonds in history and the second largest drop in interest rates. As a consequence...

    Feb 16, 2017

Fiscal Stimulus Adds Inflationary Pressures?

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The fourth-quarter earnings season shows S&P 500 firms are producing solid mid-single digit earnings-per-share (EPS) growth versus a year ago.