“We have raised our 2018 S&P 500 EPS forecast from $147.50 to $152.50 and our S&P 500 year-end fair value target to 2950–3000.”
"Many important economic reports were released last week and collectively they showed continued strength in the U.S. economy."
“Are we out of the woods yet?”
"Yield curve positioning and proper diversification remain prudent strategies to manage interest rate risk."
The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.
“Upgraded industrial metals view from neutral to neutral/positive.”
"With rising rates making high-quality fixed income more attractive, many fixed income investors may be asking, why own bonds?"
“After an extraordinary two-year period of market calm, the major U.S. equity markets slipped into correction territory last week.”
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