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Insights

8 Insights Found

Outlook
New
Jan 27, 2025

First Quarter Equity Outlook

Equity markets are facing a variety of headwinds, but the economy remains strong, and we believe there will be ample opportunities to invest in attractively valued quality growth companies in 2025.
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Outlook
Jan 14, 2025

First Quarter Strategic Income Outlook

Although we are loath to make predictions, conditions appear to be favorable for fixed income in the coming year, and we think investors should consider adjusting their allocations accordingly.
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Outlook
Oct 21, 2024

Fourth Quarter Equity Outlook

Thanks to a variety of structural advantages, including favorable demographic trends, we believe the U.S. remains the most attractive investment environment in the world.
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Outlook
Oct 10, 2024

Fourth Quarter Strategic Income Outlook

Credit indices rallied during the third quarter, despite a variety of economic headwinds, and it appears FOMO (fear of missing out) is fueling the bullish sentiment more than fundamentals.
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Outlook
Jul 16, 2024

Third Quarter Equity Outlook

As the U.S. evolved from a goods economy to a services economy, expansionary cycles more than doubled in length. But a recent resurgence in manufacturing may be taking us back to the future.
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Outlook
Jul 11, 2024

Third Quarter Strategic Income Outlook

As we survey the economic landscape, we are reminded of Otis Redding’s classic hit, which is all about patience. “Looks like nothing’s gonna change, everything still remains the same.”
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Outlook
Apr 15, 2024

Second Quarter Equity Outlook

Industry consolidation has become commonplace over the past few decades, making scale a critical factor when we evaluate which companies are best positioned to compete.
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Outlook
Apr 11, 2024

Second Quarter Strategic Income Outlook

Despite elevated interest rates, economic conditions improved throughout the first quarter, creating a favorable near- to medium-term outlook.
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