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September 7 2021
Markets/Economy . Interest Rates .
Video Seeking return when spreads are tight
September 9 2021

Several factors put upward pressure on yields.

September 2 2021
Markets/Economy .
Video Infrastructure bill presents fixed-income opportunities
August 26 2021

Muni bonds especially poised to benefit.

September 8 2021
Fixed Income . Markets/Economy .
Video Emerging from the wilderness
August 19 2021

Dividend-paying stocks offer value across sectors.

August 10 2021
Fixed Income . Markets/Economy .
Video Are dividend stocks positioned for inflation?
August 10 2021

It depends on each company's pricing power.

August 17 2021
Markets/Economy . Fixed Income .
Video Finding favor again
July 28 2021

Valuations suggest it's time to consider dividend stocks.

July 27 2021
Markets/Economy . Fixed Income .
Video Is another taper tantrum possible?
July 27 2021

Bond markets can look to precedent for reassurance

July 20 2021
Inflation . Markets/Economy .
Video Do not fear a return to '70s-era inflation
July 20 2021

Inflation not completely transitory, but won’t trigger a tantrum

July 20 2021
Inflation . Markets/Economy .
Video How can investors seek to protect their portfolios from inflation?
July 20 2021

Where to look when anticipating inflation

July 14 2021
Interest Rates . Markets/Economy .
Video Explaining interest rates’ mysterious reaction to Fed policy  
July 14 2021

Short-term rates more tied to monetary policy than long-term rates

July 9 2021
Markets/Economy .
Video Dot plot surprises
July 9 2021

FOMC's unofficial projection suggests acceleration, but remains dovish

June 17 2021
Markets/Economy . Equity .
Video What to choose in a stock picker’s market?
June 17 2021

Quality cyclicals and dividend growers may be attractive options.

June 11 2021
Markets/Economy .
Video Should investors expect volatility?
June 11 2021

Yes, but it’s not necessarily a bad thing.

June 4 2021
Equity . Markets/Economy .
Video Rocking the boat
June 4 2021

Unprecedented global economic conditions may skew monthly numbers.

June 4 2021
Inflation . Markets/Economy .
Video The inflation dilemma
June 4 2021

Should the Fed be more concerned?

May 28 2021
Monetary Policy . Interest Rates .
Video MMT’s impact on the dollar
May 28 2021

One day, we must pay the piper.

May 24 2021
Equity . Markets/Economy .
Video Constructive on equities
May 21 2021

The strongest growth in 37 years should propel earnings higher.

May 14 2021
Taxes . Markets/Economy .
Video What could Biden’s tax plans mean for markets?
May 14 2021

Higher rates represent potential headwinds for markets and the economy.

May 11 2021
International/Global . Equity .
Video European recovery delayed, not canceled
May 6 2021

As vaccine rollout accelerates, the service sector should benefit.

April 29 2021
Fixed Income . Politics .
Video How might Biden’s infrastructure plan affect munis?
April 29 2021

The municipal bond market stands to benefit from many of its components.

April 23 2021
Fixed Income . Politics .
Video How the Biden administration might impact munis
April 23 2021

Higher taxes should be good for higher value municipal bonds.

April 16 2021
Fixed Income . Politics .
Video What does the American Rescue Plan mean for munis?
April 16 2021

New stimulus should be a tailwind for relative performance.

May 11 2021
International/Global . Equity .
Video International investing ideas
March 31 2021

Luxury goods, spirits and renewable energy present opportunities.

March 29 2021
International/Global . Equity .
Video DIG into international small caps
March 29 2021

Diversification, inefficiencies and growth make the asset class an attractive play any time.

March 29 2021
Equity . Active Management .
Video Time to go on offense
March 18 2021

Why we like small cap, cyclical value, international and dividend stocks.

April 7 2021
Coronavirus . Markets/Economy .
Video It’s all about needles in arms
March 12 2021

The faster we get vaccinations done, the faster we recover.

March 5 2021
Coronavirus . Markets/Economy .
Video Will weather disruptions put a chill on recovery?
March 5 2021

Accommodative policy and pent-up consumer demand suggest economic snapback looms.

March 29 2021
Fixed Income . Coronavirus .
Video Seeking opportunities in a low-yield world
February 12 2021

Ongoing monetary, fiscal support amid emerging recovery make for a challenging search.

February 12 2021
Fixed Income . 2021 Outlook .
Video Inflation expectations on the rise
February 12 2021

Normalizing economic activity and wide-open fiscal and monetary spigots should lift prices higher.

February 5 2021
Fixed Income . 2021 Outlook .
Video Too early to worry about a taper tantrum
February 5 2021

A patient Fed means first pullback in asset purchases unlikely until 2022.

January 29 2021
Fixed Income . Politics .
Video Biden’s expected impact on fixed income
January 29 2021

A Democratic White House and Congress should feed fiscal expansion.

January 29 2021
Fixed Income . 2021 Outlook .
Video Why we’re constructive on munis
January 29 2021

Municipal credit quality should improve as the economy recovers.

January 15 2021
2021 Outlook . Politics .
Video What will a Biden presidency mean for markets?
January 15 2021

A strong cyclical recovery should cause politics to take a back seat this year.

January 8 2021
2021 Outlook . Equity .
Video Optimistic on 2021
January 8 2021

Market conditions look unusually positive for the new year.

December 23 2020
Liquidity . Markets/Economy .
Video Positives and negatives of 2020
December 23 2020

What were the best and worst things to happen to liquidity markets this year?

December 18 2020
2021 Outlook . Liquidity .
Video Three things to watch in 2021
December 18 2020

Supply in short-term markets, vaccine distribution and President-elect Biden’s impact on liquidity markets.

November 25 2020
International/Global . Equity .
Video New phase for international markets
November 25 2020

Emerging markets will benefit from U.S. dollar weakness

November 20 2020
International/Global . Equity .
Video Bullish on international equities
November 20 2020

Martin Schulz sees global recovery lifting stocks in 2021.

November 6 2020
Equity . Markets/Economy .
Video Tilting toward value
November 6 2020

Linda Bakhshian explains her thinking behind why she favors value.

November 4 2020
Politics .
Video Extra innings
November 4 2020

Voting is closed, but counting continues.

October 30 2020
Equity . Markets/Economy .
Video Why value now?
October 30 2020

As the U.S. economy recovers, value might offer the best opportunities.

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