All Investment Management Content

Capital Perspectives September 2018

Tony Roth |
Investment Management
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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 for consumer spending and the U.S. economy.

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Municipal Fixed Income Quarterly Market Commentary 2Q 2018

Investment Management
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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 New Jersey’s state and local tax-exempt bonds.U.S.

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Capital Perspectives July/August 2018

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

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 positioning updates.

There is rarely, if ever, a time when investors are not faced with a slew of concerns that keeps them up at night.

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