In the 1Q 2019 issue of our quarterly publication, we: Explore the state and local tax implications from the new tax reform legislation, from a market supply and demand perspective.Analyze the potential effects of the new tax law from a credit perspective.Provide data on the municipal market’s performance in the first quarter of the year.Strong technicals fueled first-quarter market performance as uplift from robust demand and moderate supply led to positive returns.
In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he sorts through a bevy of mixed economic data and brings clarity to the various leading—or perhaps misleading—indicators in determining how heavily to weigh each and whether to conclude that we are on the cusp of a recession.
In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he explores the shift in prioritization among the three major geopolitical and economic risks facing markets right now against a broader backdrop of slowing global growth.
