In the September issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Rising tide of global growth helps keep U.S. equity boats afloat. In Focus provides a high-level overview of the economic cycle, the telltale signs of each stage, and their significance. Investment positioning, major themes, and asset class positioning
In the second quarter issue of our commentary we feature: Intimations of municipal splendor by Stephen Winterstein. Municipal market performance in perspective? by Robert Collins. A look at Connecticut, Illinois, and Puerto Rico by three of our research analysts. For municipal bond market participants, “splendor in the grass” harkens back to the sweet pre-election promise known
In the July/August 2017 issue of our monthly flagship publication, we feature: On the Record by Chief Investment Officer Tony Roth, Hot fun in the summertime? In Focus provides a high-level overview of hedge funds and how they may help curb volatility. Investment positioning, major themes, and asset class positioning updates. The three legislative weeks in July that
