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Market Outlooks
Weekly Investment Commentary: Muni bonds poised to deliver
This piece is approved to use with clients.
Investment grade municipal bonds should provide attractive opportunities in select longer duration, undervalued high-quality bonds with the potential for income and total return.
Market Outlooks
Global Weekly Commentary: Seeking income and staying nimble
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We entered 2023 arguing the new macro regime required more nimble portfolios.
Market Outlooks
Weekly Investment Commentary: A climate change for markets
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As the largest climate-related legislation in U.S. history, the IRA should be integral to global decarbonization.
Market Outlooks
Global Weekly Commentary: Preparing for Japan central bank shift
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Japan’s economy is starting to look like its developed market (DM) peers at least in one way: Inflation is beginning to take root after having been long missing in action for decades.
Market Outlooks
Student of the Market: February 2023
Stay on top of the changing market environments by learning from their historical parallels.
Market Outlooks
Weekly Investment Commentary: Add structure to your portfolio
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In the near term, for clients and their portfolios, the best offense is a good defense and defensive positioning across equities, including in U.S. public infrastructure.
Market Outlooks
Global Weekly Commentary: Stumbling to new inflation fight phase
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Central banks are stumbling into a nuanced phase of policy tightening after major macro events last week.