Trade talks between the US and China continued to make headlines during November. China took several steps which encouraged investors that the likelihood of a near-term deal could be moving higher. These included raising... Read more »
Current Views
Equity Commentary | October 2019
Published on Nov 12, 2019
Stocks hit record highs during October, as optimism grew that the US and China were progressing towards the first phase of a trade agreement, and economic data firmed. Investors were also encouraged by the Federal Reserve, which... Read more »
Third Quarter 2019 Equity Commentary
Published on Oct 21, 2019
Stocks moved higher during the 3rd quarter, as the S&P 500 returned just over 1% for the period. Though modest in absolute terms, these gains were generated amid heightened political and geopolitical tensions, and uneven... Read more »
Third Quarter 2019 Fixed Income Commentary
Published on Oct 16, 2019
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 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