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Macroeconomic & Geopolitical
The Coming Infrastructure Package Could Have Significant Tax Implications
President Joe Biden has made it clear his next priority, after signing a $1.9 trillion COVID-19 relief bill into law last week, is a massive infrastructure package.
Macroeconomic & Geopolitical
Analyzing ESG Factors for Risk and Opportunity
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Portfolio Managers Brian Demain and Cody Wheaton explain that environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.
Fixed Income Insights
Webcast: Navigating A New Rates Regime
The stimulus actions employed by central banks since the start of the pandemic have dramatically altered the fixed income landscape. Are rates stuck near zero for the foreseeable future, or will inflation and a growing debt mountain force a change?
Macroeconomic & Geopolitical
The Big Battle Of 2021: Godzilla Vs Kong, Or The Market Vs The Fed?
Last week, as the stock market came under pressure, Federal Reserve Chairman Powell testified to Congress that the Fed could, and would, remain exceptionally accommodative on the monetary policy front.
Fixed Income Insights
TIPS Attractive Amid Potential for Upside Inflation Surprise
TIPS are attractive because inflation could exceed the widely anticipated increase in consumer prices later in 2021.
Fixed Income Insights
Why BBB munis are an A+ opportunity in our books
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Investment grade muni spreads tightened significantly since March, but still remain elevated in some areas versus historical averages.
Fixed Income Insights
February 2021 Fixed Income Market Update
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In our view, January may prove to be a microcosm of the new year. Optimism abounds for progress against the pandemic and a rapid economic recovery, but challenges remain on both fronts.
Macroeconomic & Geopolitical
Will Minimum Wage Sink COVID Relief?
Next week could bring the first major test of the durability of Democrats’ advantage in Washington. A House of Representatives vote on President Joe Biden’s $1.9 trillion coronavirus spending package will indicate whether the party’s one-seat advantage in the Senate and its four-seat majority in the House is enough to get major legislation passed.