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Market Outlooks
Weekly Investment Commentary: Emerging investment opportunities
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So far in 2023, returns for both emerging markets debt and equity have outperformed their peers in the U.S. thanks to a collection of tailwinds, including an accelerated reopening of China; improved risk sentiment toward credit and a weaker U.S. dollar.
Policy and Regulatory Commentary
Washington Update: Some Hope for Bipartisanship
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With House Speaker Kevin McCarthy slated to meet with President Biden, Washington is fully immersed in debt ceiling drama.
Market Outlooks
Weekly Investment Commentary: Public or private – both deserve credit
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Prior to 2022, investors were forced to chase yields in private fixed income as yields in public fixed income remained stubbornly low.
Policy and Regulatory Commentary
Can the Current Debt Limit Crisis Be Solved?
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The U.S. government hit its statutory debt limit last week. No need to panic yet — the Treasury Department is undertaking “extraordinary measures” that will keep the United States from defaulting on its obligations for a few months.
Market Outlooks
Weekly Investment Commentary: The importance of being earnings focused
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In the near term, we maintain our mantra that the best offense is a good defense when it comes to equity allocations.
Market Outlooks
Weekly Investment Commentary: Out with the old, in with the same old…for now
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We prefer a quality tilt in fixed income portfolios, given that the hawkish Fed continues to hike rates into a slowing economy, and the economic impact of these hikes may not be felt for 12 to 18 months.