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.

Market Insight Monthly | May 2018

"Economic reports released in May 2018, largely reflecting economic activity in April, showed continued solid economic growth in the U.S."

“Keeping an Eye on Global Activity” Client Letter by John Lynch | June 7, 2018

Overall, we think the global economic backdrop, particularly in the U.S., remains intact. Although the situation in Italy is an ongoing risk worth monitoring, we don’t believe it indicates a change in the trajectory of the global economy.

Lessons from Quitaly | Bond Market Perspectives | June 5, 2018

Market reaction to Italy’s political woes was swift and pronounced, but ultimately overdone.

“Europe Coming Up Short” | Weekly Market Commentary | June 4, 2018

When we compare Europe’s economic and corporate fundamentals with those in the U.S., even factoring in valuations, we think Europe comes up short.

Jobs Growth Stabilizing, Wages Rising | Weekly Economic Commentary | June 4, 2018

The May jobs data were generally positive, and job growth may be accelerating after slowing since 2015.

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