Thoughts from our Domestic Fixed Income Team U.S. fixed Income markets rose for the third consecutive quarter; with the ICE BofA U.S. 1-10 YR Intermediate Corporate Index up 1.81%, the ICE BofA U.S. 1-10 YR Treasury and Agency... Read more »
Current Views
Slowdowns and Showdowns
Published on Oct 8, 2019
Economic data and corporate profitability both seem to indicate that a lower growth rate may lie ahead for 2020, while a number of major, but non-market, events could be setting us up for a period of heightened uncertainty. This... Read more »
Equity Commentary | August 2019
Published on Sep 18, 2019
The trade war between the US and China continued to be a focal point for capital markets during August. Early in the month, the Treasury Department formally labeled China a currency manipulator in response to the yuan’s recent... Read more »
Keeping Cool in a Hot August
Published on Aug 16, 2019
Trade battles, volatile equity markets, ten-year US Treasury yield flirting with the yield of the two-year Treasury and briefly inverting, and other scary headlines. What to make of it, particularly the inverted yield curve talk?... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- February 2020 The Director: "How Much Do You Really Need" by Vicki Fillet
- January 2020 The Director: "Decoding Succession and Exit Planning" by Vicki Fillet
- December 16, 2019: Jason Benowitz, CFA was quoted in the Wall Street Transcript's article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager”