In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses how despite the impaired labor market, the spike in interest rates, consumers’ record savings levels, we are marching toward an economic inflection point of historic scale. He also details a potential buying opportunity over the short term and explains our rationale for our portfolio changes.
In the February issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he discusses the challenging short-term economic outlook. He also looks at the increased vaccine supply and distribution efforts, as well as the possible threat from COVID-19 mutations, and details potential investment opportunities.
In the 4Q 2020 issue of our quarterly publication, we:Discuss the wild ride municipals took in 2020, including the impact of COVID-19, uncertainty around the presidential election, and record new issuance reached in the fourth quarter.Detail M&A issuance in the nonprofit health systems as well as pressures seen in higher education and transportation.Explain why comprehensive, careful credit research is so important.
