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Market Outlooks
Global Weekly Commentary: Why we like credit
This piece is approved to use with clients.
We recently moved to a strategic overweight on credit after being underweight for the past year.
Policy and Regulatory Commentary
Historic Shortfalls for State Budgets
If you thought a socially distant Independence Day was last week’s most significant event, think again.
Market Outlooks
Global Weekly Commentary: Downgrading U.S. equities to neutral
This piece is approved to use with clients.
We have downgraded U.S. equities to neutral on a tactical basis, after a strong run of outperformance versus global equities since the March trough.
Market Outlooks
Trends in Advisor Behavior During Market Volatility - Week June 29, 2020
As stocks finished higher this week, advisors' attitude towards risk shifted to a more "risk-on" position.
Policy and Regulatory Commentary
The CFPB and the Future of Confirmations
When Congress created the Consumer Financial Protection Bureau (CFPB) in 2010 under the Dodd-Frank Act, it made the head of the new agency a presidential appointee whose confirmation must be approved by the Senate.