May 16, 2018— Technology has always been one of the most exciting industries in the global economy, and not just because it is fun to imagine its futuristic applications. More than ever, technology and data are integrated into every good and service that is produced. It is impossible to analyze a company or business model
In the May issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Mind the cracks. In Focus provides a look at the projected evolution and investment potential of the technology sector. Investment positioning and asset class positioning updates. Economic stumbles have been in some of the highest-level macro data,
In the 1Q 2018 issue of our quarterly publication, we: Explore how variable rate demand notes (VRDNs)—a type of municipal bond—may have the potential to perk up a bland fixed income diet and are an important part of a well-balanced portfolio. Look back on municipal bond market performance and supply/demand in 1Q. Provide a round-up
