Portfolio Compass | October 18, 2017
“Lowered mortgage-backed securities (MBS) view from neutral/positive to neutral.” Source: WEEKLY COMMENTARY
“Lowered mortgage-backed securities (MBS) view from neutral/positive to neutral.” Source: WEEKLY COMMENTARY
“Mortgage-backed securities (MBS) have been one of the best performing high-quality asset classes over the past month.” Source: WEEKLY COMMENTARY
“We believe small caps are becoming an increasingly attractive tactical opportunity amid policy skepticism in Washington, D.C.” Source: WEEKLY COMMENTARY
“The minutes from the Fed’s September policy meeting show a lively debate around inflation.” Source: WEEKLY COMMENTARY
“Economic data received over the last three months reflected steady economic growth.” Source: WEEKLY COMMENTARY