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Active/Passive Management
Adding alpha through active management and a consumer sector focus
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Growth in emerging market economies and equity markets continues to be driven by rising levels of income and consumer spending by an expanding middle class.
Portfolio Construction Insights
How rates rise matters
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In prior rising rate environments, various parts of the municipal yield curve reacted differently based on economic conditions and the pace and scale of Fed activity.
Policy and Regulatory Commentary
Fed keeps its foot on the gas as the virus threatens the recovery
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Viewpoints from the July 2020 Fed Meeting. The Fed hints at a new policy framework.
Market Outlooks
Weekly Macro Update: Taming the Golden Geese (Without Killing Them)
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After rising to the challenge of making lockdowns livable, technology firms and their investors face a trickier future than ever.
Fixed Income Insights
Weekly Fixed Income Commentary: Multiple Treasury yields hit all-time lows
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U.S. Treasury yields fell again last week, with the 2-, 5- and 10-year yields reaching record lows.
Market Outlooks
Weekly Market Compass: A federal unemployment benefit ends, Congress continues to debate about stimulus, and many fear schools could hasten a ‘second wave’ of virus cases
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Last Friday, my oldest child graduated from high school. Late July is not normally associated with graduations, but we are living in a time of COVID, and so what was supposed to occur two months earlier in the New York area was postponed and rescheduled.
Market Outlooks
Weekly Investment Commentary: Stocks climb, but so does unemployment
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Equities ended higher, with the S&P 500 Index up 1.7%. The U.S. dollar was down for the sixth straight week, hitting its lowest level since May 2018.