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April 26 2022
Politics .
Video Political pendulum swing from midterms could bring a strong stock rally in Q4
April 20 2022

The stock market has historically viewed divided government favorably. 

April 13 2022
Inflation .
Video Throwing in the towel on transitory
April 13 2022

Inflation likely to peak in 2022. 

April 25 2022
Fiscal Policy .
Video Quantitative tightening on the agenda in 2022
April 6 2022

The inflation genie is out of the bottle and the Fed will take action.

April 1 2022
Ukraine Crisis .
Video Sanctions on Russian exports present challenges
April 1 2022

U.S. and other swing producers will have to step up energy production.

January 4 2022
2022 Outlook .
Video Inflation indicators may be harbinger of strengthening economy
December 31 2021

Timing of Fed’s rate moves will impact bank-loan market.

January 4 2022
2022 Outlook .
Video Outlook on high-yield and loan markets
December 29 2021

We’re constructive based on several factors.

December 15 2021
Markets/Economy .
Video Opportunities in multi-asset, high-yield and bank-loan markets
December 15 2021

Several paths to pursue more yield in short-duration bonds.

December 10 2021
Markets/Economy .
Video Navigating rate pressure
December 10 2021

Shorter-duration investments are worth a look.

December 9 2021
Markets/Economy .
Video Engagement in action

December 9 2021

Overcoming limitations of third-party data providers.

December 2 2021
Markets/Economy .
Video Integrating ESG factors in portfolio management

December 2 2021

Investment decisions require synthesis of many inputs

September 7 2021
Markets/Economy .
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 .
Video Emerging from the wilderness
August 19 2021

Dividend-paying stocks offer value across sectors.

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

It depends on each company's pricing power.

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

Valuations suggest it's time to consider dividend stocks.

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

Bond markets can look to precedent for reassurance

July 20 2021
Inflation .
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 .
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 .
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 .
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 .
Video Rocking the boat
June 4 2021

Unprecedented global economic conditions may skew monthly numbers.

June 4 2021
Inflation .
Video The inflation dilemma
June 4 2021

Should the Fed be more concerned?

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

One day, we must pay the piper.

May 24 2021
Equity .
Video Constructive on equities
May 21 2021

The strongest growth in 37 years should propel earnings higher.

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