All Investment Management Content

Municipal Fixed Income Quarterly Market Commentary 4Q 2018

Investment Management
Blog_39.jpg

In the 4Q 2018 issue of our quarterly publication, we:Provide a round-up of yields across the muni spectrum and an overview of yield curves, performance, and fund flows.Offer our outlook for 1Q19, framing it in terms of our core narrative.Explore the Affordable Care Act’s likely return trip to the U.S. Supreme Court and how it could impact credit risks within the health care sector.

Read More...


Capital Perspectives February 2019

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 talks about the recent bounce in stock markets and what it—as well as the preceding drop—indicates for the positioning of your portfolio, whether it reflects problematic economic fundamentals, and if it signals a coming recession.

Read More...


The Fourth Industrial Revolution: Digital, data, and debt disruption

Tony Roth |
Investment Management
2019-Capital-Markets-Forecast NC.jpg

Our 2019 forecast for markets, economies, and portfolios.Horizontal digitization of technology across economic sectorsLabor productivity’s race against the clockRates and the global debt super cycleTwenty years ago, MSCI and S&P Dow Jones indices developed the Global Industry Classification Standard and defined sectors and industries for the equities market more or less as we know them today.

Read More...