All Investment Management Content

Capital Perspectives October 2018

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

In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth discusses how, despite the economic and other potentially significant risks that are present, the economic outlook bodes well for the aging-but-still-raging stock market.In Focus examines the wisdom of investing new cash in a stock market that is trading at or near all-time highs, years into a bull market—and what’s happened to “buy low, sell high.

Read More...


Capital Perspectives September 2018

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

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.

Read More...


Municipal Fixed Income Quarterly Market Commentary 2Q 2018

Investment Management
Blog_39.jpg

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.

Read More...