Categories Research Publication “Raising 2018 Earnings Forecasts” | Weekly Market Commentary | February 26, 2018 Post author By arcuridev Post date 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.”
Categories Research Publication “Data Deluge Shows Steady Growth” | Weekly Economic Commentary | February 20, 2018 Post author By arcuridev Post date February 21, 2018 “Many important economic reports were released last week and collectively they showed continued strength in the U.S. economy.”
Categories Research Publication “Out of the Woods?” | Weekly Market Commentary | February 20, 2018 Post author By arcuridev Post date February 20, 2018 “Are we out of the woods yet?”
Categories Research Publication “Managing Interest Rate Risk” | Bond Market Perspectives | February 20, 2018 Post author By arcuridev Post date February 20, 2018 “Yield curve positioning and proper diversification remain prudent strategies to manage interest rate risk.”
Categories Research Publication Search for Income | Q4 2017 Post author By arcuridev Post date February 15, 2018 The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.
Categories Research Publication Portfolio Compass | February 14, 2018 Post author By arcuridev Post date February 14, 2018 “Upgraded industrial metals view from neutral to neutral/positive.”
Categories Research Publication “Why Own Bonds?” | Bond Market Perspectives | February 13, 2018 Post author By arcuridev Post date February 13, 2018 “With rising rates making high-quality fixed income more attractive, many fixed income investors may be asking, why own bonds?”
Categories Research Publication “Correction Perspectives” | Weekly Market Commentary | February 12, 2018 Post author By arcuridev Post date February 12, 2018 “After an extraordinary two-year period of market calm, the major U.S. equity markets slipped into correction territory last week.”
Categories Research Publication “The Valentine’s Day Index” | Weekly Economic Commentary | February 12, 2018 Post author By arcuridev Post date February 12, 2018 “Low overall inflation again carried over to common Valentine’s Day gifts in 2017, with prices rising at or below the average pace.”
Categories Research Publication Market Insight Monthly | January 2018 Post author By arcuridev Post date February 9, 2018 “January 2018 saw December’s trend of above-consensus economic reports taper off, though the data suggests strong underlying fundamentals in the U.S. economy, supported by solid consumer spending.”
