Insights

3 minute read

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

5 minute read

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

7 minute read

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

5 minute read

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

7 minute read

Markets are serving up rallies for the holidays.

3 minute read

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

3 minute read

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

7 minute read

Reasons to believe the equity rally has legs.

2 minute read

The $2.1 trillion in excess consumer savings is dwindling.

5 minute read

Financial markets rally on perceived Fed pause.

7 minute read

Weak jobs report pushes Fed to sidelines.             

8 minute read

Will the stock and bond rallies have staying power?

2 minute read

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

3 minute read

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

6 minute read

Will it keep the Fed in play?

8 minute read

Geopolitics are trumping the economy and earnings among investor worries.

9 minute read

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

2 minute watch

 Dividends are working, even when out of favor.

6 minute read

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

8 minute read

A surprisingly strong economy could mean higher for longer, longer

3 minute read

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

4 minute watch

Dividend performance follows a natural rotation.

8 minute read

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

8 minute read

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

8 minute read

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

4 minute read

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

5 minute read

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

7 minute read

But overall labor-market picture is mixed.

2 minute watch

International dividend payers have come through a lost decade.

7 minute read

The bond market used to be dull...

2 minute watch

More housing should increase affordability.

4 minute read

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

3 minute read

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

8 minute read

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

6 minute read

Wage inflation could keep the Fed engaged.

3 minute read

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

2 minute watch

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

1 minute watch

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

6 minute read

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

6 minute read

Fed plans to keep interest rates higher for longer.

3 minute watch

As the Fed continues quantitative tightening, spreads widen.

2 minute read

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

2 minute read

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

4 minute read

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

6 minute read

School spending slows while inflation rises.

3 minute read

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

8 minute read

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

6 minute read

Maintaining cautiously optimistic stance as macro concerns fade.

8 minute read

Data point in different directions.

7 minute read

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

2 minute read

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

4 minute read

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

7 minute read

Unloved sectors may be setting up nicely.

4 minute read

Softer job growth could prevent the Fed from hiking again.

4 minute read

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

2 minute read

Contrarian approaches may offer a missing piece to investor portfolios.

8 minute read

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

5 minute read

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

2 minute read

They've stabilized somewhat but still face pressures.

3 minute read

Spoiler: People remain paramount.

2 minute read

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

8 minute read

And has a lot of firepower left.

9 minute read

Buyable entry point emerging for stocks.

4 minute read

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

4 minute read

The evidence so far suggests not a lot. 

40 minute listen

The past, present and future of dividend investing.

6 minute read

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

4 minute read

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

3 minute read

Rhetorically speaking, China may have long Covid.

4 minute read

For equity investors, peak pessimism presents potential opportunities.

6 minute read

Payroll growth slows, but wages stay hot.        

3 minute read

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

7 minute read

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

4 minute read

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

6 minute read

Fed may remain vigilant.

8 minute read

Might this rally be due for some consolidation?

2 minute read

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

7 minute read

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

2 minute watch

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

7 minute read

Recession odds have fallen.

7 minute read

Might a summer storm lie ahead for investors? 

3 minute watch

High inflation hurts everyone.

4 minute read

Consensus has taken a beating but is still standing.

3 minute read

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

6 minute read

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

7 minute read

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

2 minute watch

Investors should watch corporate earnings.

3 minute read

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

5 minute read

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

5 minute read

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

2 minute watch

A mild recession may be inevitable.

4 minute read

But strong enough for the Fed to hike yet again.

2 minute watch

The consumer is between tough headwinds and promising tailwinds.

7 minute read

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

2 minute read

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

3 minute read

The markets have finally listened to hawkish Fed speak.

6 minute read

Will tech stocks cool after torrid first-half surge?

6 minute read

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

4 minute read

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

8 minute read

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

2 minute read

The importance of planning ahead

5 minute read

Could energy buck conventional wisdom?

5 minute read

The consumer has a lot more firepower than many appreciate.

5 minute read

Dichotomy between nominal and core inflation declines keeps Fed engaged.

9 minute read

If it is, bubbles can last a long time.

2 minute read

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

5 minute read

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

6 minute read

The current U.S. immigration system is an inadequate solution to population decline.

2 minute read

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

7 minute read

The pain trade is up. The late '90s' parallels are eerie.

3 minute read

Our southern neighbor is firing on all cylinders.

7 minute read

A hot headline increase of 339,000 jobs in May but colder details put Fed in wait-and-see mode.

8 minute read

A very narrow market trading at extremes makes for discomfort.

5 minute read

Spending on discretionary luxury and staples can offer refuge in this environment.

3 minute read

Following the official suspension of the federal debt limit, expect the U.S. Treasury to issue a massive amount of securities.

3 minute watch

Regional bank collapses fueled inflows to money market funds.

4 minute read

The office credit market is in trouble, but the broad CRE sector appears healthy.

1 minute watch

Emerging markets may show long-term opportunity for investors.

8 minute read

A strong consumer and robust labor market aren't so fun for the Fed.

1 minute watch

Europe may have the momentum, valuation and growth to continue to outperform.

6 minute read

Inconsistent economic reports cloud the path of U.S. growth.

4 minute read

The bump in April retail sales belies a deceleration of consumer spending.

7 minute read

Might stocks offering 'growth at reasonable prices' provide refuge?

1 minute watch

While the markets seem to expect the Fed to reverse course, rates may stay higher for longer.

1 minute watch

Is the dollar's reserve currency status in danger?

2 minute read

And the case for bond returns is getting stronger.

8 minute read

Investors grow impatient waiting for the big downturn that may never fully come.

2 minute read

After one of the worst years ever for bonds, what might lure back investors who bailed?

6 minute read

The Fed may be done hiking, but its subsequent pause could last awhile.

8 minute read

That could determine if above- or below-average historical returns are likely.

3 minute watch

Expect a few diversions before reaching a debt-ceiling resolution.

5 minute read

Downside risks are rising in the current environment.

7 minute read

Barring the emergence of more bullish data, we expect the Fed to pause rate hikes this year.

3 minute read

Opportunities as varied as countries that fall under the emerging markets umbrella.

6 minute read

Looming risks make it hard to assess where markets go next.

2 minute read

The Fed raised rates again, but hinted it soon might be time to take a breather.

1 minute watch

Munis may see heightened demand this year.

4 minute read

What's behind the substantial rise in assets of money market vehicles?

6 minute read

GDP growth slows, but inflation remains elevated

5 minute read

With volatile markets ahead, stocks enter a period of limbo.

8 minute read

With so many mixed messages, no wonder investors are confused.

43 minute listen

Stubborn inflation, strong consumption data and a robust labor market are clouding the economy’s path.

1 minute watch

Bond markets are caught in a variety of crosswinds.

4 minute read

Is the debate much ado about nothing or a slow-moving train wreck?

8 minute read

Slower growth and stubborn inflation argue for patience and selectivity.

2 minute watch

Investors may find value in high-quality bonds.

7 minute read

We see GDP growth slowing over the balance of 2023.

7 minute read

Perils lurk but so does the potential for upside surprises.

5 minute read

Volatile markets can offer opportunities.

1 minute watch

Banking sector turmoil has raised recession risks.

7 minute read

Fed rate hikes finally may be starting to bite.

8 minute read

Mounting clues that the economy has reached a turning point.

7 minute read

Maintaining cautiously constructive stance amid confusing outlook.

3 minute read

As the global panic subsides, patient investors may find opportunities.

3 minute read

The Federal Reserve’s dual function as regulator and policy-setter has been on display.

5 minute read

Should investors buy the dips or sell the rips as we approach earnings season?

7 minute read

For as long as the economy is stronger for longer.

2 minute read

Evaluating nonfinancial factors contributing to the fall of Silicon Valley Bank.

6 minute read

Will the Federal Reserve pivot from its fight against inflation?

7 minute read

Not all regional banks are caught up in the turmoil. 

3 minute read

Fed Chair Powell made the case for another quarter-point hike amid the banking turmoil.

6 minute read

Simmering post-pandemic issues are raising the temperature.

2 minute read

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

1 minute watch

Growth stocks typically do well in low-rate, low-growth environments.

8 minute read

Rapid rate increases exposing issues that were hidden when rates were low.

6 minute read

Silicon Valley Bank's 'Perfect Storm' unlikely to deter Fed.

3 minute read

But banking issues brought to the fore this week are discomforting.

6 minute read

The Fed’s response to the collapse of SVB puts pressure on the Treasury and the FOMC decision next week.

6 minute read

Weakening confidence should give Fed the slowdown it wanted.

7 minute read

The beats (hawkish Fed, strong jobs, surprise bank failure) keep coming.

1 minute watch

In the IPO market, only the best business models survive.

2 minute read

The still hot labor market all but ensures the Federal Reserve stays aggressive.

12 minute read

Standard models and frameworks are less useful in rocky landings.

3 minute read

The recent pullback after a strong start to ’23 may be just a breather.

2 minute watch

The words of the day are “caution” and “patience.”

7 minute read

As Linda discusses inflationary '70s, a guest wonders if the Mister is with her.

7 minute read

U.S. equity and fixed-income markets are pointing in different directions.

4 minute read

Investors have begrudgingly capitulated to a still-hawkish Fed.