In the September issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth discusses how, despite the stock market’s continued positive performance, rising political and trade risks require a shift in portfolios. In Focus provides a look at growing levels of household debt—in particular, student loan debt—and what it indicates
In the 2Q 2018 issue of our quarterly publication, we: Provide a round-up of yields across the muni spectrum, noting that 2Q offset 1Q and brings 2018 municipal bond markets back to even… for now. Offer our outlook for 3Q, framing it in terms of our core narrative. Explore the pros and cons of investing
In the July/August issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Don’t Climb a Wall of Worry. In Focus provides a look at the flattening yield curve—what it’s telling us now and whether it is likely to be the usual precursor of recession. Investment positioning and asset class
