Portfolio Compass | November 14, 2018

Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive; Downgraded our view of bank loans to neutral from neutral/positive.

Trade Check-In | Weekly Economic Commentary | November 12, 2018

We still believe trade’s economic impact will be limited, but the indirect consequences should be monitored.

Midterm Takeaways | Weekly Market Commentary | November 12, 2018

Getting past the midterm election removes uncertainty and enables investors to focus on fundamentals, which we believe can be positive for stocks.

Market Insight Monthly | October 2018

Overall, October’s economic reports reflected solid U.S. economic growth and manageable inflationary pressures.

Midterms and the Markets | Client Letter by John Lynch | November 7, 2018

When it comes to elections, the markets seem to seek clarity above all else; yet there are some policy implications to consider. We break down the 2018 midterm elections in this latest Client Letter.

Rising Wages and the U.S. Economy | Weekly Economic Commentary | November 5, 2018

We believe wage growth (and labor costs) will remain manageable amid the Fed’s gradual approach and changing labor market dynamics.

The Bright Side | Weekly Market Commentary | November 5, 2018

Within the four-year presidential cycle, this quarter and the following two quarters next year are historically the best for stocks.

Another Tough Week | Weekly Market Commentary | October 29, 2018

The S&P 500 fell about 4% last week amid a myriad of concerns, among them possible peak earnings and a potentially overly aggressive Federal Reserve.

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