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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.
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.
Macroeconomic & Geopolitical
Inflation Went Wild; Here’s How It Might Be Tamed
This piece is approved to use with clients.
As inflation begins to moderate, Olga and Hugo examine the structural forces shaping the medium-term outlook in four categories: energy, housing, goods, and services.
Policy and Regulatory Commentary
It’s ESG Month in the House Financial Services Committee
This piece is approved to use with clients.
For years, Republicans and Democrats, lobbyists, trade associations, and key industry players in the transportation and manufacturing sectors would gather in Washington, D.C. to celebrate “Infrastructure Week.”