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Research Publication

Trade Fears Inch Higher | Bond Market Perspectives | June 26, 2018

Although we believe investors will be spared an all-out trade war, spreads across fixed income sectors are pointing to heightened trade concerns.
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Research Publication

U.S. – China Trade Update | Weekly Economic Commentary | June 25, 2018

Trade tensions between the U.S. and China have escalated in the last month, but negotiation still remains the main path forward.
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Research Publication

Trade Tensions Playbook | Weekly Market Commentary | June 25, 2018

Escalating trade tensions have made for a difficult investing environment.
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Research Publication

Central Bank Reaction Recap | Bond Market Perspectives | June 19, 2018

The BOJ meeting last week was a nonevent, as expected, but last week’s Fed and ECB meetings gave investors some minor surprises.
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Research Publication

Capex Rising: Means, Motive, and Opportunity | Weekly Economic Commentary | June 18, 2018

Increased business capital expenditures, or “capex,” remain one of the most important pieces for improving the long-term growth trajectory of the U.S. economy.
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Research Publication

Playing the Capex Theme | Weekly Market Commentary | June 18, 2018

Capital investment is accelerating, a trend we believe should continue.
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Research Publication

Portfolio Compass | June 13, 2018

Downgraded precious metals view to negative/neutral from neutral.
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Research Publication

Investment-Grade Corporates: Is the Worst Behind Us? | Bond Market Perspectives | June 12, 2018

Investment-grade (IG) corporate bonds have been the worst-performing high-quality bond segment year to date.
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Research Publication

Fed Preview: Connect the Dots | Weekly Economic Commentary | June 11, 2018

The Fed is widely expected to raise rates for the second time this year at the conclusion of its policy meeting on Wednesday.
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Research Publication

Time for Value to Shine? | Weekly Market Commentary | June 11, 2018

After the longest run of outperformance of growth stocks ever, we think value may be poised for a comeback.