Insights

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June 13 2024
Equity .
Article

3 minute read

The case for a small-cap rebound
June 13 2024

The small-cap opportunity investors have been waiting for may be at hand.

June 7 2024
Monetary Policy .
Article

3 minute read

Is it the dots or the data?
June 12 2024

The Fed penciled in a cut this year even as it forecast higher inflation.

June 11 2024
Politics .
Article

1 minute read

Surprise election result rattles India June 11 2024

Without a majority, Prime Minister Modi must assemble a coalition.

June 7 2024
Equity .
Article

4 minute read

Do you play the NY Times game Connections?
June 7 2024

Can you guess the common threads in each of these four recent news categories?

June 7 2024
Equity .
Article

8 minute read

Labor market divergence
June 7 2024

Nonfarm payroll strength belies weakness in other areas.

June 6 2024
Fixed Income .
Article

3 minute read

Location, location...diversification

June 6 2024

The impact of office CRE woes on most cities is mitigated by their diversification of revenue.

June 6 2024
Fixed Income .
Article

2 minute read

Summer notes before fall votes
June 6 2024

We expect a strong summer note season in the municipal markets ahead of the election. 

May 28 2024
Markets/Economy .
Article

4 minute read

Artificial intelligence and investing
June 5 2024

It’s all about the data.

May 31 2024
Markets/Economy .
Article

6 minute read

Slower growth and sticky inflation
May 31 2024

Fed likely to take the summer off.

May 31 2024
Equity .
Article

6 minute read

Does history repeat?
May 31 2024

If so, which decade are we reliving?

May 31 2024
International/Global .
Article

3 minute read

ECB expected to cut rates in June

May 31 2024

If so, it could lead to policy divergence between the ECB and the Fed.

May 29 2024
Politics .
Article

3 minute read

Winds of change
May 30 2024

EU elections could result in its first center-right coalition.

May 28 2024
Active Management .
Article

7 minute read

Confusion and fear
May 24 2024

The economy is sending confusing messages, but the market keeps lurching ahead due to FOMO.

May 23 2024
Markets/Economy .
Article

7 minute read

Demographic winter
May 24 2024

Baby bust fuels need for immigration and Social Security reform.

May 23 2024
International/Global .
Article

3 minute read

U.K. prime minister calls for an election
May 24 2024

Global Market Snapshot

May 22 2024
Politics .
Article

2 minute read

A change in gender, not policy, likely in Mexico
May 22 2024

Two women are dueling to be the next president of Mexico, but the front-runner represents status quo.

June 12 2024
Markets/Economy .
Article

8 minute read

From here on, the election will matter
May 21 2024

Staying overweight stocks and small caps, even as election looms.

May 17 2024
Equity .
Article

7 minute read

Should we retire 'sell in May and etc'?
May 17 2024

Next year looks far away from here.

May 17 2024
Markets/Economy .
Article

6 minute read

Any news is good news
May 17 2024

Stocks soar as CPI eases despite declining retail sales and confidence.

May 16 2024
International/Global .
Article

3 minute read

A new hope

May 17 2024

Encouraging inflation data put rate cuts in key global economies back on the table.

May 15 2024
Markets/Economy .
Article

3 minute read

Why the Treasury wants its bonds back
May 16 2024

The U.S. Treasury’s plan to buy back some of its securities should have many benefits.

May 21 2024
Interest Rates .
Article

3 minute read

Stubborn inflation does not change the bond math
May 15 2024

Sticky inflation might slow the Fed, but not the timeliness of extending duration.

May 10 2024
Equity .
Article

7 minute read

Where are we in the economic cycle?
May 10 2024

It depends on whom you ask.

May 9 2024
Markets/Economy .
Article

4 minute read

Is immigration helping to slow wage growth?
May 10 2024

Other inflation metrics remain sticky and persistent.

May 6 2024
Politics .
Article

2 minute read

Is a coalition government coming to South Africa?
May 8 2024

This month's election in the Rainbow Nation likely will be the most contested of its democratic era.

April 30 2024
Markets/Economy .
Article

2 minute read

Can utilities satisfy AI's growing appetite for energy?
May 7 2024

If so, they—and investors—stand to benefit.

May 6 2024
Equity .
Article

8 minute read

Higher for longer and longer
May 3 2024

The Fed may be dovish just by not being hawkish.

May 3 2024
Markets/Economy .
Article

8 minute read

Reversal of fortunes
May 3 2024

Does today’s soft jobs report successfully change the Fed's narrative?

April 26 2024
International/Global .
Infographic

2 minute read

Voyages of value May 3 2024

Global tourism plays a vital role in regional economies.

May 1 2024
Monetary Policy .
Article

4 minute read

Extra innings
May 2 2024

The Fed's game plan hasn't changed, but defeating inflation will take longer than it expected. 

April 26 2024
Markets/Economy .
Article

7 minute read

Stagflation risk grows
April 26 2024

Cooling GDP and accelerating inflation problematic for the Fed.

April 26 2024
Equity .
Article

8 minute read

What did you just call me?
April 26 2024

Inflation, politics and the market's dyspepsia have investors on edge.

April 25 2024
Markets/Economy .
Article

1 minute read

Company age and investment returns
April 25 2024

What does age have to do with stock performance?

April 24 2024
Equity .
Article

3 minute read

Will dividend investing reign again?
April 25 2024

Dividend-oriented stock investing is poised for a resurgence.

April 19 2024
Markets/Economy .
Article

5 minute read

Earnings still matter
April 19 2024

With yields rising and P/Es contracting, we need good first-quarter earnings.

April 19 2024
Geopolitics .
Article

7 minute read

'April is the cruellest month...'
April 19 2024

Geopolitics, seasonality, interest rates and stubborn inflation have all come calling.

April 15 2024
Markets/Economy .
Article

3 minute read

The future looks bright
April 17 2024

General Electric's split sheds light on the potential for value creation. 

April 16 2024
Fixed Income .
Article

5 minute read

The last mile is the hardest
April 17 2024

Historically, the last leg toward a given inflation target has often been the most difficult.

April 12 2024
Markets/Economy .
Article

6 minute read

Too hot to handle
April 12 2024

Re-accelerating inflation and strong labor market delay Fed cuts.

April 15 2024
Equity .
Article

7 minute read

Every correction needs a catalyst
April 12 2024

I know you're waiting for that correction.

May 13 2024
Politics .
Article

2 minute read

India heads to the polls
April 10 2024

Clear electoral mandate in the world's largest democracy could attract investment and bolster growth.

April 5 2024
Markets/Economy .
Article

8 minute read

Sidelined for longer
April 5 2024

Much stronger-than-expected jobs report keeps Fed rate cuts on hold.

April 5 2024
Equity .
Article

7 minute read

An inflationary boom would be awesome!
April 5 2024

A healthy labor market coupled with productivity growth could be just the thing.

April 1 2024
Liquidity .
Article

3 minute read

Investing in the now
April 1 2024

The Fed is not feeling pressure to cut rates.

April 1 2024
Markets/Economy .
Article

6 minute read

What's the rush?
March 28 2024

With solid growth, sticky inflation and surging stocks, the Fed is in no hurry to cut rates.

March 28 2024
Inflation .
Article

8 minute read

Another week, another record
March 28 2024

The market's having a party, but inflation's a guest that just won't leave.

April 12 2024
Equity .
Article

8 minute read

Getting less lonely up here
March 26 2024

Holding to overweight stocks call despite consensus moving our way as "Goldilocks Plus" drives market higher

March 22 2024
Equity .
Article

7 minute read

Victory at 2 percent-ish
March 22 2024

The central bank hasn't cut and yet the market cheers.

March 22 2024
Markets/Economy .
Article

5 minute read

Contradiction
March 22 2024

Is the equity market rally inconsistent with Fed policy?

March 18 2024
Markets/Economy .
Infographic

2 minute read

The power of the people March 22 2024

The global middle class has an increasing influence on markets.

March 18 2024
Monetary Policy .
Article

2 minute read

The dots are the point
March 20 2024

The Fed's dot plot held the intrigue at the FOMC meeting.

March 15 2024
Fixed Income .
Video

2 minute watch

To worry or not to worry
March 15 2024

Investors should think constructively about the “Maturity Wall.”

March 15 2024
Markets/Economy .
Article

7 minute read

The Great Stay
March 15 2024

Signs of resurgent inflation may be gradually countered by a change in the labor market.

March 27 2024
International/Global .
Article

2 minute read

Great Wall of worry
March 14 2024

China must address its faltering economy with much more fiscal stimulus.

March 14 2024
Markets/Economy .
Article

5 minute read

State of the economy
March 12 2024

Biden left more questions than answers about his economic policies in his SOTU address.

March 15 2024
Equity .
Article

7 minute read

Bubbles, bubbles and bubbles!
March 8 2024

Can an effervescent market lead to durable gains?

March 8 2024
Markets/Economy .
Article

7 minute read

Red flag day for jobs
March 8 2024

Strong headline gains but weak data underneath.

March 8 2024
Markets/Economy .
Infographic

2 minute read

Demystifying the Magnificent Seven March 8 2024

The group pushed U.S. equities to record highs in 2023 and 2024.

March 7 2024
Equity .
Video

2 minute watch

Taking it slow
March 7 2024

The Fed is in no rush to cut rates.

March 7 2024
Fixed Income .
Video

1 minute watch

Bring the buyer back
March 7 2024

The expectation of rate cuts makes corporate bonds an attractive opportunity.

February 21 2024
International/Global .
Article

2 minute read

A tasty alternative
March 5 2024

The GRANOLAS group of stocks are Europe’s equivalent of the Mag 7.

March 1 2024
Markets/Economy .
Article

7 minute read

Another day, another record high for stocks
March 1 2024

Magnificent Seven continue to outperform.

March 1 2024
Equity .
Article

6 minute read

Big Fiscal is exciting!  Just don't hit a tree.
March 1 2024

2024 could be a great year if we navigate it right.

February 29 2024
Equity .
Video

1 minute watch

Coming up for air
March 1 2024

The end of rolling recessions bodes well for risk assets.

March 1 2024
Liquidity .
Article

4 minute read

Markets heed data, not Fed Speak
March 1 2024

Strong reports have swayed expectations for rate cuts rather than the Fed's constant blaring.

February 29 2024
Fixed Income .
Video

2 minute watch

Data dependent
February 29 2024

The Fed will look closely at inflation numbers before making any cuts.

February 23 2024
Equity .
Article

7 minute read

Platinum-locks
February 23 2024

What's even better than a Goldilocks market?

February 22 2024
Markets/Economy .
Infographic

2 minute read

AI at work February 23 2024

Artificial intelligence is unlikely to steal jobs from human workers, but will alter the labor landscape.

February 23 2024
Markets/Economy .
Article

6 minute read

'Economy of Dreams'
February 23 2024

Strong wage growth keeps Fed cuts off the bases.

February 23 2024
Fixed Income .
Video

1 minute watch

In the driver’s seat
February 23 2024

Income and duration lead total return potential.

March 11 2024
Markets/Economy .
Article

9 minute read

Outlook continues to improve
February 22 2024

Remaining “Long and Strong” as earnings season and economic data vindicates optimists.

February 20 2024
Equity .
Article

7 minute read

FOMO can quickly turn to fear
February 16 2024

Inflation data reminded us this week that we're not out of the woods yet.

February 16 2024
Markets/Economy .
Article

4 minute read

Ice cold
February 16 2024

Dismal retail sales in January cap a weak holiday spending season.

February 12 2024
Markets/Economy .
Article

3 minute read

Revving their engines
February 13 2024

Will China replicate the success of Japanese and Korean automakers?

February 9 2024
2024 Outlook .
Article

3 minute read

The initial public offering market is returning to form
February 9 2024

Signs are pointing to the IPO market continuing to normalize in 2024.

February 9 2024
Equity .
Article

6 minute read

Good is good ... is good?
February 9 2024

Less fixated on the Fed, the market now focuses on the economy's resilience.

March 14 2024
Equity .
Article

5 minute read

January Barometer positive
February 7 2024

Stocks strong start portends a volatile but positive year.

February 5 2024
Fixed Income .
Article

3 minute read

What's going on with IG corporate bonds?
February 6 2024

New investment-grade corporate bond issuance is pouring into the market.

February 2 2024
Equity .
Article

7 minute read

Higher for longer, longer is OK
February 2 2024

In an economy like this, the Fed is in no hurry

February 2 2024
Markets/Economy .
Article

7 minute read

Groundhog Day for labor market
February 2 2024

Strong headline gains but a mixed picture beneath the surface.

February 22 2024
Markets/Economy .
Article

4 minute read

Sun setting on the tightening cycle
February 1 2024

The Fed removed its tightening bias, opening the door to rate cuts.

February 1 2024
Markets/Economy .
Article

3 minute read

Small caps poised for a big rebound
February 1 2024

After a bumpy 2023, small-cap U.S. stocks are in a good place.

January 26 2024
Markets/Economy .
Article

6 minute read

Solid fourth quarter GDP
January 26 2024

Should keep the Fed on the sidelines in March.

January 26 2024
Equity .
Article

6 minute read

A cold beer and a new record high. What else do you need?
January 26 2024

The market continues to move higher, but more breadth would be welcome.

February 1 2024
Markets/Economy .
Article

7 minute read

'Buy me now, or buy me later'
January 26 2024

Secular bull market reconfirmed; long-term prospects rising.

January 26 2024
2024 Outlook .
Podcast

35 minute listen

Progress over perfection


January 25 2024

2024 outlook: Part 1.

January 26 2024
2024 Outlook .
Podcast

27 minute listen

Surprises to come


January 25 2024

2024 outlook: Part 2.

January 23 2024
Fixed Income .
Video

2 minute watch

Enter here
January 23 2024

Widening spreads could provide a step back into high yield.

January 22 2024
Markets/Economy .
Article

5 minute read

Consumers still reign supreme
January 19 2024

There's plenty of data to cause concern but, for now, even more to prompt a smile.

January 19 2024
2024 Outlook .
Video

60 minute watch

Get your popcorn ready


January 19 2024

The presidential election, geopolitical risks and Fed moves are things to watch in 2024.

January 19 2024
Markets/Economy .
Article

7 minute read

Sharp disparity between the Fed and markets
January 19 2024

Labor market and consumer spending firm, while inflation rises.

January 19 2024
Fixed Income .
Article

5 minute read

Holding serve
January 19 2024

What we got right…and wrong…in a volatile year.

January 18 2024
Fixed Income .
Video

2 minute watch

Caution signs
January 19 2024

A weaker economy and earnings may impact the high-yield market.

January 18 2024
Monetary Policy .
Video

2 minute watch

Focused on the Fed
January 19 2024

 Investors and markets differ in their expectations for rate cuts.

January 12 2024
Inflation .
Article

7 minute read

Mission accomplished?
January 12 2024

Sticky inflation remains a concern, but maybe the path forward is muddling through.

March 14 2024
Markets/Economy .
Article

6 minute read

Stock market seasonals flashing caution
January 12 2024

Zero for two out of the gate.

January 11 2024
Fixed Income .
Video

1 minute watch

Defying expectations
January 11 2024

 The high-yield market saw a strong 2023.

January 10 2024
International/Global .
Article

2 minute read

Many global economies poised for growth
January 11 2024

Three things to watch in 2024.

January 8 2024
Markets/Economy .
Infographic

2 minute read

Rise of AI January 8 2024

Artificial intelligence’s capabilities and adoption are on track for a huge impact.

January 4 2024
Markets/Economy .
Article

6 minute read

Labor market still raking
January 5 2024

Strong job gains and rising wages keep Fed rate cuts on hold.

January 5 2024
Markets/Economy .
Article

4 minute read

As goes January...
January 5 2024

The consumer and corporate profits will decide whether the January effect has weight or not.

January 26 2024
2024 Outlook .
Article

9 minute read

More exciting looking up from below
January 5 2024

The Santa Claus Rally advanced most of our 2024 market call into 2023, but there’s plenty of room left for stock pickers as the market rally broadens.

January 3 2024
2024 Outlook .
Article

2 minute read

On the lookout for entry points
January 4 2024

Three things to watch in 2024.

December 19 2023
2024 Outlook .
Article

2 minute read

All about inflation
January 3 2024

Three things to watch in 2024.

January 2 2024
2024 Outlook .
Article

3 minute read

A year of intrigue
January 2 2024

Three things to watch in 2024.

December 21 2023
Fixed Income .
Video

2 minute watch

Hit the gas
December 21 2023

Despite the UAW strike, auto ABS remain strong.

December 21 2023
2024 Outlook .
Article

3 minute read

Will stocks and elections correlate again?
December 21 2023

Three things to watch in 2024.

December 20 2023
2024 Outlook .
Article

2 minute read

From stormy weather to clear skies
December 21 2023

Three things to watch in 2024.

December 19 2023
Equity .
Video

3 minute watch

Bang for your buck
December 19 2023

Consumer spending may be value based in 2024.

December 15 2023
Equity .
Video

1 minute watch

Unwrapped and in demand
December 15 2023

 Experiences are trumping big-ticket items this holiday season.

December 14 2023
Markets/Economy .
Article

7 minute read

Early presents
December 15 2023

Inflation grinds lower, the Fed throws in the towel and holiday spending slows.

December 14 2023
Monetary Policy .
Article

2 minute read

Meeting the markets halfway
December 13 2023

The Fed now projects rate cuts in 2024, just not as many as the markets have.

December 11 2023
2024 Outlook .
Article

4 minute read

If we have a recession, it'll likely be a 'rich' one
December 12 2023

Three things to watch in 2024.

December 11 2023
International/Global .
Video

3 minute watch

Convergence
December 11 2023

European equities are priced for pessimism; U.S. equities are not.

December 8 2023
Markets/Economy .
Article

6 minute read

Rebound in household jobs
December 8 2023

Fed rate cuts not coming anytime soon.

December 8 2023
Fixed Income .
Video

2 minute watch

Short and sweet
December 8 2023

 A decline in rates could boost the short end of the yield curve.

December 8 2023
Equity .
Article

6 minute read

You're a mean one, Mr. Grinch!
December 8 2023

But investors aren't going to let you spoil this rally. Next year? We'll see.

December 7 2023
Equity .
Video

3 minute watch

Climbing the wall of worry
December 7 2023

Investors must consider timing when evaluating opportunities abroad.

December 8 2023
2024 Outlook .
Article

3 minute read

Bonds are back in the black!
December 5 2023

Three things to watch in 2024.

December 4 2023
Equity .
Video

3 minute watch

A step in the right direction
December 5 2023

The Fed is seeing the results it hoped for.

December 1 2023
Markets/Economy .
Article

7 minute read

Stick a fork in it
December 1 2023

As the economy slows across the board, the Fed is done hiking rates.

December 1 2023
Fixed Income .
Video

2 minute watch

Credit crunch
December 1 2023

 Opportunities remain to invest in credit card ABS.

December 1 2023
Equity .
Article

7 minute read

Is that Santa I see?
December 1 2023

Market momentum & fundamentals are keeping the rally going.

December 1 2023
Liquidity .
Article

4 minute read

Cutting through the noise
December 1 2023

The markets have swung too far by forecasting multiple Fed rate cuts in 2024.

January 5 2024
2024 Outlook .
Article

12 minute read

2024 Outlook: Less rocky, more boring
November 30 2023

Expecting market to broaden out as we advance to 5,000 on the S&P.

November 29 2023
Equity .
Video

2 minute watch

Prepare for a choppy year
November 29 2023

The 2024 presidential election could trigger an end-of-year rally.

November 21 2023
Fixed Income .
Article

3 minute read

Don't call it a comeback...yet
November 21 2023

We believe next year could present compelling opportunities within high yield.

November 21 2023
Markets/Economy .
Article

5 minute read

Holiday cheer
November 21 2023

Thanksgiving brings increased travel, falling prices and rallying financial markets.

November 20 2023
Equity .
Article

7 minute read

The turkey's not the only thing getting stuffed…
November 20 2023

The economy and markets can't take on much more debt without getting sick. 

November 17 2023
Politics .
Article

5 minute read

Shot across the bow?
November 17 2023

Despite Biden’s terrible polling, Democrats performed well in off-year elections, which should worry the GOP.

November 17 2023
Equity .
Article

7 minute read

M'm, M'm
November 17 2023

Markets are serving up rallies for the holidays.

November 17 2023
Equity .
Article

3 minute read

The looming opportunity in large-cap growth
November 16 2023

These stocks are well positioned to thrive in a higher-for-longer environment.

November 15 2023
Fixed Income .
Article

3 minute read

Manageable maturities
November 14 2023

Despite high rates, the large amount of maturing debt in the coming years is not a crisis.

November 10 2023
Equity .
Article

7 minute read

Just in time for the holidays
November 10 2023

Reasons to believe the equity rally has legs.

November 15 2023
Markets/Economy .
Infographic

2 minute read

Pulse check November 9 2023

The $2.1 trillion in excess consumer savings is dwindling.

November 6 2023
Markets/Economy .
Article

5 minute read

Out of the woods?
November 7 2023

Financial markets rally on perceived Fed pause.

November 30 2023
Equity .
Article

5 minute read

Back to the grind
November 7 2023

With earnings and economic news not as bad as feared, markets can grind higher into year-end.

November 3 2023
Equity .
Article

7 minute read

Labor market tide starting to turn
November 3 2023

Weak jobs report pushes Fed to sidelines.             

November 3 2023
Equity .
Article

8 minute read

You made my day
November 3 2023

Will the stock and bond rallies have staying power?

November 2 2023
Monetary Policy .
Article

2 minute read

A focused Fed
November 1 2023

The Fed didn't hike. That doesn't mean it's done.

November 1 2023
Liquidity .
Article

3 minute read

Wait and see
November 1 2023

The Fed wants more time and data as it looks to December's meeting.

October 27 2023
Markets/Economy .
Article

6 minute read

Blowout third quarter GDP
October 27 2023

Will it keep the Fed in play?

October 27 2023
Equity .
Article

8 minute read

The origin of the word 'politics'
October 27 2023

Geopolitics are trumping the economy and earnings among investor worries.

November 7 2023
Equity .
Article

9 minute read

'It's always darkest before the dawn'
October 26 2023

Though it is also very dark in the middle of the night.

October 24 2023
Equity .
Video

2 minute watch

Behind the scenes
October 24 2023

 Dividends are working, even when out of favor.

October 20 2023
Markets/Economy .
Article

6 minute read

Sales surprisingly surge
October 20 2023

Back-to-School sales were soft, but consumers are spending elsewhere.

October 25 2023
Equity .
Article

8 minute read

The remarkable consumer
October 20 2023

A surprisingly strong economy could mean higher for longer, longer

October 19 2023
Markets/Economy .
Article

3 minute read

A roof over its head
October 19 2023

After weathering the storm, the housing market is poised to boost growth despite Fed headwinds.

October 18 2023
Equity .
Video

4 minute watch

Ebbs and flows
October 18 2023

Dividend performance follows a natural rotation.

October 13 2023
Markets/Economy .
Article

8 minute read

The long and winding road
October 13 2023

Employment, inflation and bonds combine for twists and turns for the journey of Fed policy.

October 13 2023
Equity .
Article

8 minute read

'Welcome to Pittsburgh, Ohio ...'
October 13 2023

It's not just the pilot who is confused as markets wrestle with yields.

October 12 2023
Equity .
Article

8 minute read

Separating the wheat from the chaff
October 11 2023

As markets stumble forward into earnings, winners and losers likely to emerge.

October 11 2023
International/Global .
Article

4 minute read

The Israeli conflict isn’t a global factor ... yet
October 11 2023

Disruptions minor so far amid a global outlook that's a bit meh.

October 26 2023
Fixed Income .
Article

5 minute read

Better early than late
October 10 2023

Being defensive in credit may mean a little pain for a bigger potential gain. 

October 31 2023
Markets/Economy .
Article

7 minute read

Shocking jobs report
October 6 2023

But overall labor-market picture is mixed.

October 6 2023
Equity .
Video

2 minute watch

Opportunities abroad
October 6 2023

International dividend payers have come through a lost decade.

October 6 2023
Equity .
Article

7 minute read

Like a cross between 'Deliverance' and 'The Shining'
October 6 2023

The bond market used to be dull...

October 4 2023
Fixed Income .
Video

2 minute watch

Supply versus demand
October 4 2023

More housing should increase affordability.

October 3 2023
Equity .
Article

4 minute read

Is it too late to play catch-up?
October 4 2023

Equity markets have popped this year—but not for everyone.

September 28 2023
Monetary Policy .
Article

3 minute read

Changing the game plan
October 2 2023

Yet another shift in the Fed's SEP has the markets again playing defense. 

October 2 2023
Equity .
Article

8 minute read

History lessons
September 29 2023

Rates may be resetting higher but that doesn't mean stocks must suffer.

September 29 2023
Markets/Economy .
Article

6 minute read

Labor day, week, month and year
September 29 2023

Wage inflation could keep the Fed engaged.

September 28 2023
Fixed Income .
Article

3 minute read

This pain should pass
September 29 2023

Evidence suggests the move up in longer yields is nearing an end.

September 28 2023
Equity .
Video

2 minute watch

Oversold and undervalued
September 28 2023

Investors may want to take a fresh look at the dividend investing space.

September 27 2023
Fixed Income .
Video

1 minute watch

Finding new value
September 27 2023

Mortgage-backed securities may become more attractive relative to credit.

September 25 2023
International/Global .
Article

6 minute read

Move over, China
September 26 2023

When global investors think Asia, they're increasingly thinking India.

September 25 2023
Monetary Policy .
Article

6 minute read

Goldilocks and the Federal Reserve
September 22 2023

Fed plans to keep interest rates higher for longer.

September 22 2023
Fixed Income .
Video

3 minute watch

From buyer to seller
September 22 2023

As the Fed continues quantitative tightening, spreads widen.

September 20 2023
Monetary Policy .
Article

2 minute read

Proceeding carefully
September 20 2023

The Fed opts against raising rates, but doesn't rule out another hike this year.

September 20 2023
Markets/Economy .
Article

2 minute read

About that auto strike
September 20 2023

At the end of the day, it'll be a gift for competitors.

September 25 2023
Equity .
Article

4 minute read

Investors have seen this story before...
September 19 2023

With Growth a crowded and expensive trade, might Value offer better value?

September 15 2023
Markets/Economy .
Article

6 minute read

Back to school
September 15 2023

School spending slows while inflation rises.

September 19 2023
International/Global .
Article

3 minute read

The race is on for automakers
September 15 2023

China's vehicle manufacturers soon might take the global pole position.

September 19 2023
Equity .
Article

8 minute read

A simple bag of potato chips
September 15 2023

Moderating core inflation doesn't ease consumer concerns about everyday prices.

October 10 2023
Equity .
Article

6 minute read

Settling into a world of single-digit returns


September 14 2023

Maintaining cautiously optimistic stance as macro concerns fade.

September 8 2023
Markets/Economy .
Article

8 minute read

Future still foggy
September 8 2023

Data point in different directions.

September 8 2023
Equity .
Article

7 minute read

I wouldn't want to count the consumer out prematurely
September 8 2023

Lots of reasons to expect all-important spending to hold up.

September 8 2023
Markets/Economy .
Infographic

2 minute read

Add to cart September 8 2023

Strong back-to-school shopping season bodes well for holiday retail

September 14 2023
Markets/Economy .
Article

4 minute read

Power to the people!
September 7 2023

But can the rise in workers' negotiating power since Covid 19 continue?

September 1 2023
Equity .
Article

7 minute read

What's the downside?
September 1 2023

Unloved sectors may be setting up nicely.

August 31 2023
Markets/Economy .
Article

4 minute read

Bad news is good news
September 1 2023

Softer job growth could prevent the Fed from hiking again.

September 1 2023
Monetary Policy .
Article

4 minute read

Pushback
September 1 2023

Fed Chair Powell addressed inflation targets and market expectations in Jackson Hole.  

August 31 2023
Equity .
Article

2 minute read

Consider the alternatives
August 31 2023

Contrarian approaches may offer a missing piece to investor portfolios.

August 31 2023
Equity .
Article

8 minute read

Will AI, millennials and productivity save the day?
August 25 2023

Let's hope so because massive and growing deficits are spooking markets.

August 25 2023
Monetary Policy .
Article

5 minute read

Higher for longer
August 25 2023

Powell uses Jackson Hole keynote to reiterate Fed’s vigilance to lower inflation.

August 24 2023
Fixed Income .
Article

2 minute read

Banks aren't totally out of the woods yet
August 24 2023

They've stabilized somewhat but still face pressures.

August 21 2023
Responsible Investing .
Article

3 minute read

Five ways AI could enhance financial services
August 23 2023

Spoiler: People remain paramount.

August 21 2023
International/Global .
Article

2 minute read

Korea: overlooked and underappreciated
August 22 2023

The rapidly developing peninsular country has 3 factors going for it.

August 21 2023
Equity .
Article

8 minute read

The consumer reigns supreme ...
August 18 2023

And has a lot of firepower left.

September 7 2023
Equity .
Article

9 minute read

Every cloud has a silver lining
August 17 2023

Buyable entry point emerging for stocks.

August 15 2023
Markets/Economy .
Article

4 minute read

Could the IPO hangover finally be over?
August 16 2023

The conditions suppressing the IPO market since 2021 appear to be subsiding.

August 11 2023
Equity .
Article

4 minute read

How much do 'long and variable lags' matter?
August 14 2023

The evidence so far suggests not a lot. 

August 11 2023
Equity .
Podcast

40 minute listen

In defense of dividends

August 11 2023

The past, present and future of dividend investing.

August 9 2023
Markets/Economy .
Article

6 minute read

AI revolution: Artificial superintelligence is scary
August 10 2023

The marriage of AI and quantum computers could take things to unimaginable levels.

August 9 2023
Equity .
Article

4 minute read

EVs are not an environmental panacea
August 9 2023

Electric vehicles face bumps in the road to reach their lofty goals.

August 8 2023
International/Global .
Article

3 minute read

The case against China
August 8 2023

Rhetorically speaking, China may have long Covid.

August 8 2023
International/Global .
Article

4 minute read

The case for China
August 8 2023

For equity investors, peak pessimism presents potential opportunities.

August 29 2023
Markets/Economy .
Article

6 minute read

Labor market stagflation?
August 4 2023

Payroll growth slows, but wages stay hot.        

August 3 2023
Fixed Income .
Article

3 minute read

Why the climb in long yields isn't likely to last
August 3 2023

Senior Portfolio Manager R.J. Gallo can think of seven reasons.

August 29 2023
Markets/Economy .
Article

7 minute read

AI revolution: Artificial general intelligence is exciting
August 3 2023

Its potential, for good and for bad, is just starting to be appreciated.  

August 3 2023
Liquidity .
Article

4 minute read

New rules, same role
August 1 2023

The new regulations for money funds don't change their value proposition.   

July 28 2023
Markets/Economy .
Article

6 minute read

Robust capex drives solid GDP
July 28 2023

Fed may remain vigilant.

July 28 2023
Equity .
Article

8 minute read

Nobody wears heels in Warren PA!
July 28 2023

Might this rally be due for some consolidation?

July 26 2023
Monetary Policy .
Article

2 minute read

Middle ground
July 26 2023

With the impact of its tightening still not apparent, the Fed opted for another modest rate hike. 

August 17 2023
Equity .
Article

7 minute read

'Rocky landing' landing
July 25 2023

Upgrading year-end S&P target to 5,000 as rocky landing scenario nears end.

July 25 2023
Equity .
Video

2 minute watch

Halfway there
July 25 2023

 The U.S. is likely already feeling the predicted “rocky landing.”

July 21 2023
Equity .
Article

7 minute read

Conflicting signals
July 21 2023

Recession odds have fallen.

July 26 2023
Equity .
Article

7 minute read

Summertime...
July 21 2023

Might a summer storm lie ahead for investors? 

July 20 2023
Fixed Income .
Video

3 minute watch

The path to 2%
July 20 2023

High inflation hurts everyone.

July 14 2023
International/Global .
Article

4 minute read

If everyone is surprised is it really a surprise?
July 17 2023

Consensus has taken a beating but is still standing.

July 21 2023
Markets/Economy .
Article

3 minute read

Don't forget Mac and Mae
July 17 2023

MBS issued by U.S. housing agencies could have advantages for investors if the economy slows.

July 17 2023
Markets/Economy .
Article

6 minute read

Social Security: A crisis of procrastination
July 14 2023

Waiting for the program to go bust isn’t an option.

July 14 2023
Equity .
Article

7 minute read

Candyland
July 14 2023

It’s Christmas in July for equities. Will the Fed be a Scrooge?

July 13 2023
Equity .
Video

2 minute watch

Eyes peeled
July 13 2023

Investors should watch corporate earnings.

July 25 2023
Liquidity .
Article

3 minute read

An altered landscape for money funds
July 13 2023

The positives and negatives of the new SEC money market amendments. 

July 12 2023
International/Global .
Article

5 minute read

Japan's on a roll. Is it for real this time?
July 12 2023

Why we think Japan could finally outperform after three lost decades.

July 13 2023
Fixed Income .
Article

5 minute read

Time, we believe, is on our side
July 11 2023

Defensive positioning didn’t hurt the first half. In the second half, it may help.

July 11 2023
Inflation .
Video

2 minute watch

History as a guide
July 7 2023

A mild recession may be inevitable.

July 7 2023
Markets/Economy .
Article

4 minute read

Payroll picture mixed
July 7 2023

But strong enough for the Fed to hike yet again.

July 7 2023
Equity .
Video

2 minute watch

Still standing
July 7 2023

The consumer is between tough headwinds and promising tailwinds.

July 12 2023
Equity .
Article

7 minute read

Looking back, looking ahead
July 7 2023

The first half was a consensus killer; will the second half be one too?

June 28 2023
Equity .
Article

2 minute read

The dividend story remains the same
July 5 2023

Higher-for-longer rates can be beneficial for dividend strategies.

July 3 2023
Monetary Policy .
Article

3 minute read

Falling in line
July 3 2023

The markets have finally listened to hawkish Fed speak.

June 30 2023
Markets/Economy .
Article

6 minute read

Reversion to the mean?
June 30 2023

Will tech stocks cool after torrid first-half surge?

June 30 2023
Fixed Income .
Article

6 minute read

'You don't have to tell me 15 times'
June 30 2023

Don’t fight the Fed. Don’t fight the tape either.

June 26 2023
Monetary Policy .
Article

4 minute read

Central bank divergence
June 28 2023

As global central banks take different paths, where might investors look?

July 11 2023
Equity .
Article

8 minute read

10 reasons the market's glass could be half full, not half empty
June 28 2023

As ‘Rocky Landing’ enters final phases, equity market remains upwardly biased.

June 23 2023
Markets/Economy .
Infographic

2 minute read

Are you prepared to retire? June 23 2023

The importance of planning ahead

June 28 2023
Markets/Economy .
Article

5 minute read

Devil's advocate
June 23 2023

Could energy buck conventional wisdom?

June 16 2023
Equity .
Article

5 minute read

1.3 trillion reasons to spend
June 21 2023

The consumer has a lot more firepower than many appreciate.

June 16 2023
Markets/Economy .
Article

5 minute read

Hawkish pause
June 16 2023

Dichotomy between nominal and core inflation declines keeps Fed engaged.

June 28 2023
Equity .
Article

9 minute read

Is it a bubble?
June 16 2023

If it is, bubbles can last a long time.

June 14 2023
Markets/Economy .
Article

2 minute read

Preparing for the next step
June 14 2023

The Fed skipped a rate hike but suggested more could come. 

June 14 2023
Markets/Economy .
Article

5 minute read

How to play, and not play, the AI boom
June 14 2023

Thanks to ChatGPT, investors want to know how to capitalize on generative AI.

June 12 2023
Markets/Economy .
Infographic

2 minute read

Assessing a recession June 9 2023

There’s more than one way to forecast a recession. Our investment pros explain the indicators they watch.

March 21 2023
Markets/Economy .
Infographic

2 minute read

On the road again March 21 2023

Americans returning to pre-pandemic driving habits as gas prices come off the boil.

July 5 2023
Equity .
Article

6 minute read

It's back to the middle syllable of e-CON-omy
March 13 2023

Weakening confidence should give Fed the slowdown it wanted.

June 12 2023
Inflation .
Infographic

2 minute read

Coming of age February 14 2023

Comparing the cost of becoming an adult across decades.

DISCLOSURES

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