Market volatility impact on funded status
Market participants remain focused on downside risks, leading pessimism, rather than optimism, to permeate the investment landscape
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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.
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.
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.