A round-up of the important issues around an impending Trump presidency: Republican Congress and White House may be good for growth; Impact on the Fed and rate hikes; Greater fiscal party emphasis with infrastructure spend; Uncertain future of Obamacare and his executive orders; Income and corporate tax reform; and Immigration issue subject to intra-party tensions.
Roll, roll, roll your note, gently down the curve. In this 3Q16 Muni Commentary, we provide a round-up of yields across the muni spectrum. We also discuss whether investors should consider retaining and rolling short-term notes, rather than exercising the put option, now that short-term rates have spiked. We provide understanding around underfunding pension debacles
In the October 2016 issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, What if Trump Trumps Clinton? In Focus features a conversation with our new head of wealth management, Doris Meister. Investment positioning, major themes, and asset class positioning updates. In this issue, Chief Investment