Investment strategies for a late-cycle environment
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
The U.S. economy is growing at an above-trend pace, and the rest of the world seems to be finding its footing.
We have now seen actions, rather than just rhetoric, on U.S. China trade in a broad sense. While it will take markets some time to fully and appropriately price in the impact, it was encouraging to see markets not react too poorly to the first round of ta
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Helping clients build better portfolios
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.
The 2Q18 earnings season has begun, with the major banks kicking things off at the end of last week. We expect many of the themes that dominated earnings announcements in the first quarter to continue in the second