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Stocks Fall on Bank of England Rate Hike Fears, US Inflation Likely to Decelerate
Investors fear that a series of rate hikes could damage the European economy. U.S. inflation may have fallen to 3.1% in June.
How Equities Historically Have Performed After a Fed Pause
An Historical Analysis of 6 Previous Fed Pauses Over 4 Decades
Municipal Bonds: U.S. States Outlook
States have built resiliency to a moderate recession, which we believe will limit credit downgrades and volatility.
Investment Strategy Commentary: What's Next?
We examine what the debt-ceiling crisis, and resulting deal, mean for Treasury markets, the U.S. dollar, and the energy and defense industries.
Macroeconomic & Geopolitical
Recession indicators: Delayed, not dismissed
Quick takes on capital markets
Active/Passive Management
Large-Cap Growth: Our Edge
Jim Golan, CFA, partner, and Nancy Aversa, CFA, partner explain why they believe this focus has the potential to create unique alpha opportunities for our clients.
Market Outlooks
The Case for Semiconductors
This piece is approved to use with clients.
Semiconductor stocks have outperformed all other industry groups for the past decade, and we see scope for continued outperformance; however, given a wide range of business models and competitive advantages, there is no one-size-fits-all investment thesis.