In the April issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he sets out the COVID-19-induced market and economic challenges we face: a uniquely devastating recession and oil price collapse—whose effects will hopefully be somewhat cushioned by stimulus on steroids.
In the March issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he continues his discussion on the global impacts of the coronavirus and how the economy and markets may—or may not—respond.In Focus shares a conversation with Tony Roth and Dr. Amesh Adalja, a Fellow with the Infectious Disease Society of America, regarding the coronavirus.Investment positioning and hedge funds asset class overview.
In the 4Q 2019 issue of our quarterly publication, we:Provide an overview of performance in the 4Q 2019 municipal market.Explain why demand is outpacing supply, municipal yield curves are flattening, and credit spreads are tightening.Explore why muni issuers are flocking to the taxable market.Supply is in demand Municipal fixed income returns for 2019 were strong in the fourth quarter and among the best of the decade for the full year.
