Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
This bulletin recaps the second quarter earnings season and discusses the outlook for earnings for the rest of 2016.
The economic backdrop in 2019 has been characterized by weakness in manufacturing being offset by the resilience of services and health of the consumer.
Now is an opportune time for investors to reassess whether passive bond investing can deliver on their fixed income allocation objectives.
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.
Alternatives for uncorelated income
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.
1Q18 earnings update: A tailwind from taxes
How public pension funds can enhanve returns while limiting investment costs
PG&E (ticker: PCG) filed for bankruptcy - surprisingly the issuer was within the A or better rated pension liability discount rate universe within the prior 12 months.