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Coronavirus
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
Equity . Coronavirus .
Article As plentiful as face masks
February 5 2021

As perception catches up with reality, add another catalyst to the fire.

February 5 2021
Consumer Spending . Coronavirus .
Infographic Where does stimulus aid go? February 3 2021

To necessities for some; to savings for others.

March 29 2021
International/Global . Markets/Economy .
Article What could a post-Covid world look like?
February 1 2021

Accelerated digitization was just the beginning.

February 17 2021
Coronavirus . Markets/Economy .
Article Real estate is different, not dead
January 21 2021

How Covid is spawning changes and accelerating trends in the sector.

December 11 2020
Equity . Markets/Economy .
Article Movie night
December 11 2020

What might the markets do as we all hunker down?

January 4 2021
Markets/Economy . Equity .
Article No double-dip recession on the horizon
December 9 2020

We continue to think the S&P will reach 3,800 this year and 4,200 in 2021.

January 4 2021
Equity . Markets/Economy .
Article Sometimes, it's not that complicated
December 9 2020

2021 risks are far more to the upside than downside.

November 13 2020
Equity . Politics .
Article Leavin' on the midnight train
November 13 2020

We're going to be hearing about Georgia ad nauseam in coming weeks.

November 10 2020
Equity . Coronavirus .
Article Raising, again, our equity exposure
November 10 2020

Vaccination hopes add to factors favoring stocks.

November 9 2020
Markets/Economy . Fixed Income .
Article Vaccine news boosting markets
November 9 2020

Pfizer’s announcement has had a major effect on global markets.

November 25 2020
Politics . Equity .
Article It's all bullish
November 9 2020

Election outcome 1 of 5 reasons risk assets are on a tear.

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.

October 28 2020
Equity . Politics .
Article What's behind the sell-off?
October 28 2020

Spiking Covid cases, no extra stimulus and a possible contested election.

October 24 2020
Politics . Equity .
Article Pumpkin spice popcorn ... m'm, m'm, m'm
October 23 2020

The race could tighten but whatever happens, the market should be fine.

October 26 2020
Equity . Markets/Economy .
Article As market claws back, near-term worry list grows
October 13 2020

Pullback could be in offing against promising long-term outlook.

September 21 2020
Fixed Income . Markets/Economy .
Article On-ramps in high-yield munis
September 18 2020

The sector presents some entry points.

September 21 2020
Fixed Income . Interest Rates .
Article 6 reasons yields may stay range-bound
September 11 2020

It starts with the Fed.

September 29 2020
Equity . Active Management .
Article The rotation begins as the waiting game continues
September 11 2020

Why we think the rotation out of tech could have legs over the next 6 months.

September 10 2020
Equity . Active Management .
Article 'The markets are in a raging mania'
September 11 2020

Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.

September 11 2020
Monetary Policy . Equity .
Article Economic recovery accelerates
September 11 2020

A rebound led by the labor market, housing, autos, manufacturing and consumers.

September 4 2020
Markets/Economy . Equity .
Article Halfway home
September 4 2020

Led by the household survey, the labor market continues to heal.

September 4 2020
Liquidity . Markets/Economy .
Article Prime reasons for money markets
September 4 2020

They provide short-term funding that oils the economy's gears.

September 11 2020
Equity . Markets/Economy .
Article Now what?
September 1 2020

Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.

September 11 2020
Liquidity . Monetary Policy .
Article Encouraging elements of new Fed framework
September 1 2020

If the Fed's strategy to spur inflation works better than expected, hikes might come sooner.

September 8 2020
Fixed Income . Coronavirus .
Article ABS in a Covid economy
August 24 2020

Securitized credit sectors appear to be holding up well so far.

August 21 2020
Active Management . Equity .
Article You've got to ask yourself one question
August 21 2020

Is it a bubble?

August 21 2020
Markets/Economy . Liquidity .
Article Dueling conventions
August 21 2020

Dems took the first swing; now the GOP gets its chance.

August 24 2020
Equity . Markets/Economy .
Article Shangri-la
August 14 2020

An all-in Fed covers a lot of potential worries and issues.

August 11 2020
Politics . Fiscal Policy .
Article Trump takes action for economic stimulus
August 10 2020

His moves to help workers fill a void of Congress' own making.

August 20 2020
Equity . Markets/Economy .
Article I've never worn my new Pradas
August 7 2020

Some aspects of life and the economy are getting back to normal quicker than others.

August 7 2020
Markets/Economy . Coronavirus .
Article It's off to work we go ...
August 7 2020

The nation's job market continues to mend.

September 8 2020
Fixed Income . Markets/Economy .
Article Still 'hmm' on high yield
August 6 2020

Liquidity is abundant but fundamentals remain iffy.

August 6 2020
Coronavirus . Markets/Economy .
Article The old college try
August 6 2020

Back to school won't be business as usual this year.

July 31 2020
Liquidity . Monetary Policy .
Article No shortage of smart
August 1 2020

The Fed keeps making good decisions to support the economy.

August 24 2020
Equity . Markets/Economy .
Article 'Historic' can work both ways
July 30 2020

GDP's collapse for the ages in the second quarter could lead to record rise in the third.

August 24 2020
Monetary Policy . Markets/Economy .
Article Boring can be good
July 29 2020

Uneventful FOMC meeting reaffirms stance of maximum support for the economy.

July 24 2020
Markets/Economy . Equity .
Article Tug of war
July 24 2020

Opposing forces are pulling at the economy, but we expect recovery to win.

August 10 2020
International/Global . Politics .
Article Europe marches two steps forward ... for now
July 23 2020

Was this week's agreement the bloc's big breakthrough? Maybe. Maybe not.

July 23 2020
Equity . Growth .
Video Investing in a Covid world
July 23 2020

Despite challenges, the Kaufmann team says there’s still much to be excited about.

August 7 2020
International/Global . Equity .
Article What's the holdup?
July 21 2020

Of 4 possible trade deals, an updated Nafta is the only one on the books.

July 23 2020
International/Global . Coronavirus .
Article At last, the European Union agrees on a recovery fund
July 21 2020

After a heated summit, the bloc commits to a stimulus package.

July 17 2020
Markets/Economy . Equity .
Article Sustainable economic rebound?
July 17 2020

Good start to earnings season is just one reason we are optimistic despite the rise in Covid cases.

July 17 2020
Equity . Markets/Economy .
Article The strangest earnings season in history
July 17 2020

It's hard to have visibility when nearly 4 in 10 companies don't provide guidance.

July 17 2020
Fixed Income . Coronavirus .
Article Munis still attractive but headwinds emerge
July 13 2020

New spike in Covid-19 cases threatens recovery's path.

July 10 2020
Equity . Coronavirus .
Article The strangest recession in history
July 10 2020

Numbers are still pretty awful; the consumers' moods aren't.

September 8 2020
Equity . Markets/Economy .
Article Fiscal policy matters
July 10 2020

Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.

July 30 2020
Fixed Income . Active Management .
Article For fixed income, it's a tale of two walls
July 10 2020

A wall of worry vs. a wall of liquidity is limiting back-half options.

August 21 2020
Responsible Investing . Coronavirus .
Article Remember the environmental
July 7 2020

Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.

July 21 2020
International/Global . Equity .
Article International equities have room to run
July 6 2020

Despite strong returns off March lows, we see more opportunity ahead.

July 2 2020
Equity . Markets/Economy .
Article More job report fireworks
July 2 2020

The labor market continues to heal in remarkable fashion.

September 1 2020
Equity . Markets/Economy .
Article What's next?
July 2 2020

After spring's big rally, a possible pause in a still-bullish scenario.

June 9 2021
Coronavirus . Equity .
Article
July 1 2020

2020's challenges and responses reflect Americans' indelible spirit.

July 10 2020
Liquidity . Monetary Policy .
Article Ebb and flow
July 1 2020

June prime example of how liquidity asset flows benefit investors and the economy.

June 26 2020
Fixed Income . Coronavirus .
Video Seeking opportunities in a 'crooked U' recovery
June 26 2020

Dramatic dislocations offer selective potential upside in fixed-income credit.

June 25 2020
Equity . Markets/Economy .
Article The easy part
June 26 2020

It's over. Now investors will have to deal with rising challenges.

June 25 2020
Markets/Economy . Coronavirus .
Article June swoon
June 25 2020

Equity overweight lowered as coming months may be choppy.

July 9 2020
Equity . Markets/Economy .
Article Remaining optimistic but incrementally more cautious
June 24 2020

We trimmed our equity overweight a tad on likely choppiness ahead.

August 24 2020
Responsible Investing . Coronavirus .
Article It's halftime and sustainability holds the lead

June 24 2020

Environmental, social and governance factors are dominant drivers at midyear.

DISCLOSURES

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