Trade Tensions Playbook | Weekly Market Commentary | June 25, 2018

Escalating trade tensions have made for a difficult investing environment.

Central Bank Reaction Recap | Bond Market Perspectives | June 19, 2018

The BOJ meeting last week was a nonevent, as expected, but last week's Fed and ECB meetings gave investors some minor surprises.

Capex Rising: Means, Motive, and Opportunity | Weekly Economic Commentary | June 18, 2018

Increased business capital expenditures, or “capex,” remain one of the most important pieces for improving the long-term growth trajectory of the U.S. economy.

Playing the Capex Theme | Weekly Market Commentary | June 18, 2018

Capital investment is accelerating, a trend we believe should continue.

Portfolio Compass | June 13, 2018

Downgraded precious metals view to negative/neutral from neutral.

Investment-Grade Corporates: Is the Worst Behind Us? | Bond Market Perspectives | June 12, 2018

Investment-grade (IG) corporate bonds have been the worst-performing high-quality bond segment year to date.

Fed Preview: Connect the Dots | Weekly Economic Commentary | June 11, 2018

The Fed is widely expected to raise rates for the second time this year at the conclusion of its policy meeting on Wednesday.

Time for Value to Shine? | Weekly Market Commentary | June 11, 2018

After the longest run of outperformance of growth stocks ever, we think value may be poised for a comeback.

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