In a late-cycle, rising interest rate environment, duration can be overlooked. But looking at the bond market today, might it be worth giving duration a second chance?
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
Where do we see potential within alternatives?
Do we still see promise in emerging market growth?
Macroeconomic assumptions: Mostly stable, mostly moderate
EURUSD should be rangebound
Is now the time for de-risking?
Taft-Hartley defined contribution plans: The pros and cons of trustee- vs. participant-directed investment
Should trustees of Taft-Hartley plans manage the plan investments themselves or permit participants to direct the investment of their individual accounts?
The topic of trade remains front of mind for investors, businesses and consumers. This year, online searches for the words “trade” and “tariffs” have surged to levels not seen at any point over the past 15 years.