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Market Outlooks
The meaty realities of food production
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Initiatives such as Veganuary and meat-free Mondays are a sign of how patterns of food consumption are changing. People are increasingly aware that their eating habits can come with dramatic environmental and social costs. As investors, we are particularly interested in how companies are managing ESG risks in both their operations and supply chains, as well as whether they are seeking opportunities in high-growth areas such as vegan protein.
Market Outlooks
The state of the municipal market
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What caused the extreme municipal market volatility in March 2020? In a nutshell, fear and panic. But that’s understandable in the face of a virulent, deadly enemy that you can’t see and is difficult to contain without mass testing. The unknown is menacing, and investors reacted as they have historically — by raising cash and improving liquidity. In many ways, it is similar to the 2008-09 crisis when the bursting housing bubble caused an indiscriminate rush to sell any assets other than Treasuries. What was shocking this time was the unprecedented speed of the sell-off, and the ensuing recovery. Even after 30 years in the business, it was quite alarming.
Market Outlooks
Weekly Market Snapshot: May 1, 2020
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Read the Weekly Market Snapshot to stay up-to-date with stock markets and sectors, bond market returns and financial news for the week.
Market Outlooks
Dark clouds to clearer skies
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A torrent of events in 2020’s first quarter rattled the global economy and markets. What’s the outlook for investors for the rest of the year? Join Phil Orlando, R.J. Gallo and Linda Duessel as they share insights.
Macroeconomic & Geopolitical
Locking in near-term profits
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Expecting challenging fundamental news in coming weeks, we pared our allocation to equities.
Investing Ideas
Seeking shelter means being active
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As investors navigate this storm, ESG is becoming a leading quality factor.
Market Outlooks
Will the recovery favor value or growth stocks?
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The length of the crisis will decide.
Market Outlooks
What's driving your outlook?
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Massive policy response and a crisis-fed acceleration of positive macro trends.
Market Outlooks
Virtual girl
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As Linda settles in at home, she ponders if we're getting ahead of ourselves.
Policy and Regulatory Commentary
COVID-19 Relief Packages Require Action
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What Plan Sponsors Need to Know About Changes to Their Retirement Plans and Paid Leave Programs.
Fixed Income Insights
Neither bulls nor bears last forever
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While bull markets don’t last forever, neither do bear markets. Since 1928, the strength and duration of S&P 500® bull markets has meaningfully outweighed that of bear markets.
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