It's All in the Presentation

For the last year, the two headed monster of Fed policy and Chinese trade tensions have captivated the markets. As we look ahead to the remainder of the year, where's the opportunity?

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Notable Takeaways From the Fed Decision

Here's our quick perspective now that the Fed cut rates by a quarter point.

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Will the Fed Keep Spiking the Punchbowl?

The U.S. is officially in its longest expansion on record, breaking the previous record of 120 months that ended in March 2001. While it is the longest, it is also one of the weakest.

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The Best of Both Worlds

2019 has given (almost) all investors a reason to smile – but can it continue?

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Optimism Amid Trepidation

Solid US economic data and recent positive China Purchasing Managers Index keep us optimistic US Equities will trend higher, albeit at lower annualized returns than the past decade. Within equity sectors, we are most bullish on technology and healthcare. We believe communication services, financials, and REITs are the least attractive sectors.

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When Tailwinds become Headwinds

Earnings growth slows dramatically, margin pressures build, tighter monetary policy and sector and stock selection will continue to focus on industries and companies that should perform well late in this cycle.

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Fixed Income Commentary – Q4 2018

In a quarter where a “risk-on” mentality generally prevailed, the third quarter saw U.S. stocks gain, Treasury yields rise, and credit spreads tighten. For their part, U.S. Treasury investors looked past threats of tariffs and trade wars to an economy that is still strong by all accounts.

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