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Research Publication

“Tips on TIPS” | Bond Market Perspectives | February 27, 2018

“Treasury Inflation-Protected Securities (TIPS) are sought after when inflation is expected to rise.”
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Research Publication

“March Madness for Central Banks” | Weekly Economic Commentary | February 26, 2018

“March brings several significant events that have the potential to be market movers.”
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Research Publication

“Raising 2018 Earnings Forecasts” | Weekly Market Commentary | February 26, 2018

“We have raised our 2018 S&P 500 EPS forecast from $147.50 to $152.50 and our S&P 500 year-end fair value target to 2950–3000.”
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Research Publication

“Data Deluge Shows Steady Growth” | Weekly Economic Commentary | February 20, 2018

“Many important economic reports were released last week and collectively they showed continued strength in the U.S. economy.”
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Research Publication

“Out of the Woods?” | Weekly Market Commentary | February 20, 2018

“Are we out of the woods yet?”
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Research Publication

“Managing Interest Rate Risk” | Bond Market Perspectives | February 20, 2018

“Yield curve positioning and proper diversification remain prudent strategies to manage interest rate risk.”
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Research Publication

Search for Income | Q4 2017

The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.
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Research Publication

Portfolio Compass | February 14, 2018

“Upgraded industrial metals view from neutral to neutral/positive.”
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Research Publication

“Why Own Bonds?” | Bond Market Perspectives | February 13, 2018

“With rising rates making high-quality fixed income more attractive, many fixed income investors may be asking, why own bonds?”
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Research Publication

“Correction Perspectives” | Weekly Market Commentary | February 12, 2018

“After an extraordinary two-year period of market calm, the major U.S. equity markets slipped into correction territory last week.”