In the December issue of our monthly flagship publication, we feature As Trade Goes, So Go the Markets in On the Record.Chief Investment Officer Tony Roth discusses how much of a hold the U.S.-China trade negotiations have on the markets right now.He explains how investors remain completely transfixed with the ebbs and flows of the U.S.-China trade negotiations to the point where headlines are the difference between an up versus a down day for the markets.
Our 2020 forecast discusses the interplay of productivity, populism, and portfolios. We look at solving the productivity puzzle.We discuss productivity driving populism.Our forecast also looks at testing the limits of policy.Investing is a data-driven process. We comb through economic and market information and use the data as clues that help lead us to a prudent investment strategy.
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.