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Market Outlooks
Weekly Investment Commentary: Muni bonds poised to deliver
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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.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise on strong jobs data
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U.S. Treasury yields rose sharply last week, initially on followthrough from the prior week’s strong jobs numbers.
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.