“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.”
"Low overall inflation again carried over to common Valentine’s Day gifts in 2017, with prices rising at or below the average pace."
"January 2018 saw December’s trend of above-consensus economic reports taper off, though the data suggests strong underlying fundamentals in the U.S. economy, supported by solid consumer spending."
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