Cyclicals vs. defensives: The valuation imbalance
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
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3Q19 earnings bulletin: Skating on thin ice
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
The US Agg has changed
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
4Q17 earnings update: Let’s talk about taxes
While increased volatility may be on the horizon, strong earnings growth will prevent minor pullbacks from becoming more severe and will support a continued rise in U.S. equity markets in the face of rising rates.
1Q18 earnings update: A tailwind from taxes
1Q18 earnings update: A tailwind from taxes
2Q19 Earnings bulletin: Threading the needle
The current earnings season has been mixed; lower energy prices and a stronger dollar are headwinds, but health care sector M&A is providing an offset.
1Q19 Earnings: Is the party almost over?
Equities continue to look attractive relative to fixed income, and could very well move higher in the short-term given firmer economic data and a Fed on hold.