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Fixed Income Insights
Munis and infrastructure
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Portfolio managers Ann Ferentino and Patrick Strollo discuss policy and the impact on municipal bonds with guest Dan Clifton of Strategas.
Macroeconomic & Geopolitical
Ready, set...
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Rate normalization is almost a go.
Macroeconomic & Geopolitical
Maybe markets should forget about 'transitory'
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Stubbornly higher inflation doesn't mean the Fed's wrong ... yet.
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
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This brief update revisits the main tenets of “The Bleak Future of Bonds” paper and provides updates to some key numbers in the aftermath of the COVID-19/coronavirus crisis and what this means for portfolio construction going forward.
Macroeconomic & Geopolitical
The inflation dilemma
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Should the Fed be more concerned?
Fixed Income Insights
The Dire Outlook for Bonds in the Wake of COVID-19
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Over the coming decade or two, bonds are unlikely to fulfill their dual role of income and capital preservation. Bond investors will be forced to choose between income or capital preservation, and there is a good chance they could end up with neither.
Macroeconomic & Geopolitical
Demographics: China's biggest Achilles' heel
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Vulnerabilities emerge at a potential turning point in its relations with the world.
Macroeconomic & Geopolitical
Immigrants key drivers of U.S. economy
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Create a safe, legal immigration framework for foreign workers.
Fixed Income Insights
Seeking opportunities in a 'crooked U' recovery
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Dramatic dislocations offer selective potential upside in fixed-income credit.
Sustainable Investing
Remember the environmental
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Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.
Fixed Income Insights
For fixed income, it's a tale of two walls
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A wall of worry vs. a wall of liquidity is limiting back-half options.
Behavioral Finance
How to Address Recency Bias with Clients
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Behavioral Finance – Actionable Insights for advisors to help investors battle biases, avoid chasing returns, buying yesterday’s winners, and extrapolating a string of short-term wins indefinitely into the future