All Investment Management Content

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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Capital Perspectives April 2018

Tony Roth |
Investment Management
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In the April issue of our monthly flagship publication, we feature:On the Record’s “Withering Heights?” by Chief Investment Officer Tony Roth looks at the quarter just ended and those to come.In Focus’ “Tariffs, trade, and Trump” by Chief Economist Luke Tilley and Senior Investment Strategist Meghan Shue explores the recent tariffs, the likelihood of a trade war with China, and the potential implications for the U.S. and global economies..

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