When credit rating agencies assign credit ratings to issuers, the credit analysts generally consider the resilience of the underlying business and that business’s ability to service its debts through a business cycle contraction.... Read more »
Current Views
Current Income Portfolio Update
Published on Mar 20, 2020
A key economic impact of the Covid-19 pandemic is the heightened near-term probability of U.S. and global recession. Investors appear to be pricing this new reality into financial markets. It is most visible for us in the... Read more »
Our Most Recent Market Thoughts
Published on Mar 20, 2020
As of Tuesday March 17, the S&P 500 has declined about 25% from its peak on February 19, and about 20% from the start of the year. Volatility is at highly elevated levels, and we’ve seen similar extremes in other financial... Read more »
Coronavirus - Market Update
Published on Feb 25, 2020
The stock market started out strong in 2020, but the past few days have seen significant weakness. It is our view that this is due to two primary factors. First, it appears the stock market is reacting to growing concerns about... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- May 27, 2020: Jason Benowitz, CFA was quoted in the Bloomberg article, “Wall Street Banks Get a Surprise: Investors Like Virtual Events”
- May 25, 2020: Jason Benowitz, CFA was quoted in the Reuters article, “Stocks Rally, S&P Crosses 3000 Barrier, Oil Gains”
- April 22, 2020: Vicki Fillet Appeared in a Panel Discussion on TheStreet.com Webinar: Wealth Planning Strategies For Turbulent Markets