"Opportunity Amidst Seasonal Weakness" Client Letter by John Lynch | May 3, 2018
“May’s arrival has brought warmer weather to many parts of the U.S. (finally), but it also brings talk of one […]
RESEARCH
RESEARCH
“Search for Income: Yield Opportunities Improve” | Bond Market Perspectives | May 1, 2018
“The Bond Market Perspectives “Search for Income” is a quarterly guide to our top ideas for income-producing strategies.” Source: WEEKLY
RESEARCH
"A Closer Look at First Quarter GDP" | Weekly Economic Commentary | April 30, 2018
“The economy posted solid first quarter growth of 2.3% in the face of seasonal headwinds.” Source: WEEKLY COMMENTARY
RESEARCH
“Valuation Check-In” | Weekly Market Commentary | April 30, 2018
“We make the case that stock valuations are reasonable when considering interest rates and inflation.” Source: WEEKLY COMMENTARY
RESEARCH
“Yield Curve Subplot” | Bond Market Perspectives | April 24, 2018
“The yield curve has continued to flatten; however, because rates are rising simultaneously, it is a less ominous indicator for
