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Sharing current views and opinions showcases the thought leadership we bring to our clients.

Current Views

First Quarter 2021 | Fixed Income Commentary

Market Overview The Current Income Portfolio (CIP) declined by -1.54% during the first quarter, with corporate bonds declining by -1.77% and preferred securities by -1.03%. On a relative basis, CIP’s corporate bonds outperformed... Read more »

April 15, 2021: Update on Financial Markets - 2021: The Year of Reopening

Jason Benowitz, CFA, CMT®, Senior Portfolio Manager and Richard Konrad, CFA, CFP®, Director of Value Strategy, sit down to discuss: Covid-19: the light at the end of the tunnel grows brighter Fiscal Policy: short-term support and... Read more »

March 2021 | Equity Commentary

Market Overview To say investors embraced “risk-on” sentiment in the first quarter may be an understatement. Most risk assets and equity categories moved higher, with value stocks and small-caps posting the biggest gains. Growth... Read more »

What the Inflationistas May Be Missing

Commentary Investors are concerned that rising interest rates could choke off a nascent recovery. Many economists agree that long-term Treasury yields are rising because investors expect more growth and inflation. While these... Read more »

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