Posts
-
Video: Economic Flash June 2024
June 6, 2024
Video: Economic Flash June 2024
Why the stickier phase of inflation is not likely to subside in the second half of 2024. By David Baker, Senior Director, Investment Strategy and Comm...
-
Economic Flash: Threading the Needle
June 6, 2024
Economic Flash: Threading the Needle
While higher interest rates continue to challenge private equity investors, they should provide a fertile backdrop for private credit.
-
Video: Economic Flash April 2024
April 4, 2024
Video: Economic Flash April 2024
With U.S. stock markets near record highs, what we are doing to reduce risk. By David Baker, Senior Director, Investment Strategy and Communications.
-
Economic Flash: Beyond Tech: U.S. Stock Rally Broadens
April 4, 2024
Economic Flash: Beyond Tech: U.S. Stock Rally Broadens
Assets that appear most attractive to us on a risk-adjusted basis are those that help diversify equity risk.
-
Money Market Funds: What’s the Diff?
September 20, 2023
Money Market Funds: What’s the Diff?
The yields on many money market funds are now at 5% or higher (pre-tax), making them a more attractive place to park cash than they have been for seve...
-
Portfolio Rebalancing at Market Highs
February 18, 2021
Portfolio Rebalancing at Market Highs
After a year of climbing stock prices, your portfolio might be a bit too heavy on equities. How do you rebalance at a time when bonds are also pricey...
-
The Outlook for High-Quality Municipal Bonds
June 9, 2020
The Outlook for High-Quality Municipal Bonds
The municipal bond market is not supposed to be exciting, but it has certainly been a white-knuckle roller-coaster ride so far in 2020. Despite all th...
-
Why Muni Yields Are Record High vs Treasuries
March 18, 2020
Why Muni Yields Are Record High vs Treasuries
There’s been a rush to safety in the past weeks, which has benefited US high-quality bonds and hurt US stocks. However, in this recent bond rally, T...
-
What to Expect from Brexit in 2020: Not All that Much
February 5, 2020
What to Expect from Brexit in 2020: Not All that Much
After almost four years, three prime ministers, and multiple national votes, the UK finally pulled out of the European Union (EU) on Jan. 31, 2020. Wh...
