Municipal Fixed Income Quarterly Market Commentary 1Q 2019

Karleen Strayer |
Investment Management
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In the 1Q 2019 issue of our quarterly publication, we: Explore the state and local tax implications from the new tax reform legislation, from a market supply and demand perspective.Analyze the potential effects of the new tax law from a credit perspective.Provide data on the municipal market’s performance in the first quarter of the year.Strong technicals fueled first-quarter market performance as uplift from robust demand and moderate supply led to positive returns.

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Municipal Fixed Income Quarterly Market Commentary 4Q 2018

Investment Management
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In the 4Q 2018 issue of our quarterly publication, we:Provide a round-up of yields across the muni spectrum and an overview of yield curves, performance, and fund flows.Offer our outlook for 1Q19, framing it in terms of our core narrative.Explore the Affordable Care Act’s likely return trip to the U.S. Supreme Court and how it could impact credit risks within the health care sector.

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The Fourth Industrial Revolution: Digital, data, and debt disruption

Tony Roth |
Investment Management
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Our 2019 forecast for markets, economies, and portfolios.Horizontal digitization of technology across economic sectorsLabor productivity’s race against the clockRates and the global debt super cycleTwenty years ago, MSCI and S&P Dow Jones indices developed the Global Industry Classification Standard and defined sectors and industries for the equities market more or less as we know them today.

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