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Market Outlooks
Market commentary | June 2023
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Western Asset: With inflation coming down and the economy softening, we think the Fed is in a position to pause its rate hikes.
Alternative Investments
The case for private markets: three things to know
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Investors should consider three important benefits as they evaluate allocating to private markets.
Market Outlooks
Is There A Default Playbook?
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In Washington, all attention was focused on the White House yesterday, where congressional leaders met again with President Joe Biden regarding the debt ceiling.
Market Outlooks
The value of small caps for the road ahead
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Portfolio Managers Justin Tugman and Craig Kempler explain how the current state of small caps and a defensive value approach complement the market environment they expect in the coming years.
Client Relationships
Budgeting Checklist
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Use this worksheet as a preliminary tool to organize and understand your monthly expenses against your income. It is important to consider other aspects, including retirement savings.
Policy and Regulatory Commentary
573 Days To Go: The Election Marathon Has Begun
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It may only be the second quarter of 2023, but after several announcements today and this past week, it is clear 2024 is upon us.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as banking concerns ease
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U.S. Treasury yields rose as conditions in the banking sector continued to stabilize and investor concerns receded.