Insights

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Video
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 22 2023
Fixed Income .
Video

3 minute watch

From buyer to seller
September 22 2023

As the Fed continues quantitative tightening, spreads widen.

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 20 2023
Fixed Income .
Video

3 minute watch

The path to 2%
July 20 2023

High inflation hurts everyone.

July 13 2023
Equity .
Video

2 minute watch

Eyes peeled
July 13 2023

Investors should watch corporate earnings.

July 11 2023
Inflation .
Video

2 minute watch

History as a guide
July 7 2023

A mild recession may be inevitable.

July 7 2023
Equity .
Video

2 minute watch

Still standing
July 7 2023

The consumer is between tough headwinds and promising tailwinds.

May 31 2023
Liquidity .
Video

3 minute watch

Seeking relative safety
May 31 2023

Regional bank collapses fueled inflows to money market funds.

May 30 2023
International/Global .
Video

1 minute watch

Opportunities in innovation
May 30 2023

Emerging markets may show long-term opportunity for investors.

May 24 2023
International/Global .
Video

1 minute watch

Surprising the upside
May 23 2023

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

May 22 2023
Monetary Policy .
Video

1 minute watch

Don't fight the Fed
May 19 2023

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

May 19 2023
International/Global .
Video

1 minute watch

On the line
May 18 2023

Is the dollar's reserve currency status in danger?

May 15 2023
Liquidity .
Video

3 minute watch

History repeats itself
May 11 2023

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

May 2 2023
Fixed Income .
Video

1 minute watch

Back in business
May 2 2023

Munis may see heightened demand this year.

April 28 2023
Fixed Income .
Video

1 minute watch

Choppy waters
April 25 2023

Bond markets are caught in a variety of crosswinds.

April 28 2023
Fixed Income .
Video

2 minute watch

On the upswing
April 21 2023

Investors may find value in high-quality bonds.

April 28 2023
Fixed Income .
Video

1 minute watch

Strains in the system
April 13 2023

Banking sector turmoil has raised recession risks.

April 28 2023
Equity .
Video

1 minute watch

Rate regime recovery
March 21 2023

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

April 28 2023
Equity .
Video

1 minute watch

Survival of the fittest
March 10 2023

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

April 28 2023
Equity .
Video

2 minute watch

Slow and steady wins the race
March 3 2023

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

April 28 2023
International/Global .
Video

2 minute watch

A fork in the road
February 28 2023

As the Fed slows rate hikes, the ECB is staying the course.

April 28 2023
Equity .
Video

1 minute watch

Looking ahead
February 24 2023

A varied macro-economic environment calls for a defensive strategy.

April 28 2023
International/Global .
Video

2 minute watch

When one door opens
February 21 2023

A revived Chinese economy faces global opportunities and challenges.

April 28 2023
Inflation .
Video

2 minute watch

Elevation sickness
February 17 2023

The Fed may pause this year, but a pivot is unlikely.

April 28 2023
International/Global .
Video

3 minute watch

Not yet out of the woods
February 15 2023

Europe may have dodged a recession, but a sobering picture could appear in 2024.

January 4 2023
Fixed Income .
Video Rebounds to come
December 13 2022

Pessimistic markets are pricing in low recovery conditions.

December 13 2022
International/Global .
Video Putting growth on the back burner
December 8 2022

China may prioritize security in the global economy.

November 29 2022
Liquidity .
Video Slowdown, not throwdown
November 29 2022

Potential recession is likely to be mild.

November 23 2022
Fixed Income .
Video Survival mode
November 23 2022

Emerging markets stayed strong during rate hikes.

November 22 2022
Liquidity .
Video Back in style
November 22 2022

Securities are flowing back into the marketplace.

December 13 2022
Liquidity .
Video Follow the leader
November 18 2022

Money market funds reflect rate hikes.

November 11 2022
Equity .
Video Keep defense on the field
November 11 2022

Play it safe with cash until further clarity.

November 9 2022
Equity .
Video Heating up
November 8 2022

Energy sector stays hot.

November 4 2022
Equity .
Video Looking across the pond
November 4 2022

Allow time before setting sail with international opportunities.

November 17 2022
Equity .
Video Prepare for landing
October 28 2022

Investors may seek cover in value stocks.

October 21 2022
Equity .
Video Wants versus needs
October 21 2022

Consumer staples come out on top.

October 18 2022
Equity .
Video Watch the wildcards
October 18 2022

Monetary policy may impact midterm rally.

November 7 2022
Equity .
Video Last man standing
October 14 2022

Dividends hold up against volatility.

October 17 2022
Liquidity .
Video Not all cash is alike
October 14 2022

Use, duration and timeframe can diversify investments.

October 4 2022
Monetary Policy .
Video Growth slowdown
October 4 2022

Numerous factors affect our outlook. 

September 30 2022
Markets/Economy .
Video Recession on the radar
September 30 2022

More warnings appear. 

DISCLOSURES

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