Capital Perspectives May 2022

Tony Roth |
Investment Management
Capital Perspectives

In the May issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth explains that, after an extraordinarily volatile and disappointing stock market in April, we analyze the current economic and market forces at play and set our sights on May and beyond. First, we take an in-depth look at inflation expectations and supply-demand shifts against a dicey backdrop that includes a cloudy supply-chain outlook and COVID outbreaks anew in China.

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Municipal Fixed Income Quarterly Market Commentary 2Q2021

Dan Scholl and Gerard Durr |
Investment Management
Municipal Fixed Income

In the 2Q 2021 issue of our quarterly publication, we:Discuss the how the federal stimulus and vaccination rates have pushed credit spreads tighterDetail the impact the infrastructure plan would have on the economyNote what is likely needed to see the plan move forwardThe first half of 2021 continued to produce strong cash flows and positive returns for the municipal market.

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Municipal Fixed Income Quarterly Market Commentary 1Q2021

Dan Scholl |
Investment Management
Municipal Fixed Income

In the 1Q 2021 issue of our quarterly publication, we:Discuss the muni market’s outperformance versus fixed income during 1Q 2021 amid volatilityNote the potential challenges that could lie aheadShare our views on the potential improvement on the credit quality of New York State, New York City and…

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