All Investment Management Content

Capital Perspectives May 2018

Tony Roth |
Investment Management
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In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, Mind the cracks.In Focus provides a look at the projected evolution and investment potential of the technology sector.Investment positioning and asset class positioning updates.Economic stumbles have been in some of the highest-level macro data, and 1Q U.S. growth decelerated to 2.3% annualized, after three straight quarters of roughly 3% growth.

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Municipal Fixed Income Quarterly Market Commentary 1Q 2018

Investment Management
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In the 1Q 2018 issue of our quarterly publication, we:Explore how variable rate demand notes (VRDNs)—a type of municipal bond—may have the potential to perk up a bland fixed income diet and are an important part of a well-balanced portfolio.Look back on municipal bond market performance and supply/demand in 1Q.Provide a round-up of yields across the muni spectrum, and an outlook for 2Q, framing it in terms of our broader core narrative.

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An In-Depth Look at Investment Risk Through Drawdown Analysis

Investment Management
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This investment insight for the institutional investor discusses a more refined method of managing and mitigating loss.The concept of risk is typically not well defined and can even be subjective, making “risk arithmetic” challenging to understand if not outright misleading.Standard deviation, the broadly used default risk metric, has significant limitations.

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