RESEARCH
Search for Income | Q4 2016
The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies. Source: WEEKLY
RESEARCH
"Taking the Temperature of TIPS" | Bond Market Perspectives | February 21, 2017
“Breakeven inflation rates still below CPI levels may present a modestly favorable situation for TIPS relative to nominal Treasuries.” Source:
RESEARCH
“Earnings Update: Five Observations“ | Weekly Market Commentary | February 21, 2017
“Fourth quarter earnings results are mostly in the books.” Source: WEEKLY COMMENTARY
RESEARCH
"Cracking Oil" | Weekly Economic Commentary | February 21, 2017
“Patterns of energy production and consumption are changing, both because of and despite political actions.” Source: WEEKLY COMMENTARY
RESEARCH
Portfolio Compass | February 15, 2017
“Upgraded large and small foreign to neutral from negative/neutral.” Source: WEEKLY COMMENTARY