All Investment Management Content

Capital Perspectives March 2020

Tony Roth |
Investment Management
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In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he continues his discussion on the global impacts of the coronavirus and how the economy and markets may—or may not—respond.In Focus shares a conversation with Tony Roth and Dr. Amesh Adalja, a Fellow with the Infectious Disease Society of America, regarding the coronavirus.Investment positioning and hedge funds asset class overview.

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Municipal Fixed Income Quarterly Market Commentary 4Q 2019

Karleen Strayer |
Investment Management
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In the 4Q 2019 issue of our quarterly publication, we:Provide an overview of performance in the 4Q 2019 municipal market.Explain why demand is outpacing supply, municipal yield curves are flattening, and credit spreads are tightening.Explore why muni issuers are flocking to the taxable market.Supply is in demand Municipal fixed income returns for 2019 were strong in the fourth quarter and among the best of the decade for the full year.

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Capital Perspectives February 2020

Tony Roth |
Investment Management
Cap-Perspectives-NC.jpg

In the February issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he delves into both the known risks and an unanticipated risk like the coronavirus epidemic (which originated in China but has spread to nearly 30 countries thus far) and explains their potential market and economic outcomes, as well as how it all fits into our portfolio positioning and house view for 2020.

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