"Bond Market Not Stressing About Higher Yields" | Bond Market Perspectives | January 23, 2018
“Treasury yields have seen a significant increase since early September 2017, but credit markets aren’t showing any signs of stress.” […]
RESEARCH
RESEARCH
“Fourth Quarter Earning Season: Off to a Good Start” | Weekly Market Commentary | January 22, 2018
“We expect a solid fourth quarter earnings season and believe a 14–16% year-over-year increase in S&P 500 earnings is achievable.”
RESEARCH
Portfolio Compass | January 17, 2018
“Increased short-term municipal bonds view to neutral/positive.” Source: WEEKLY COMMENTARY
RESEARCH
“Global Equity Market Outlook: Favor U.S. and EM” | Weekly Market Commentary | January 16, 2018
“2017 was an excellent year for international equities, particularly EM.” Source: WEEKLY COMMENTARY
RESEARCH
"A Global View on Fixed Income" | Bond Market Perspectives | January 16, 2018
“Dollar weakness in 2017 helped propel unhedged foreign developed bonds and U.S. dollar-denominated EMD to strong performance.” Source: WEEKLY COMMENTARY
