Explore all the Charts That Got Us Thinking to discover insights on emerging markets, the outlook for the remainder of 2017, and potential risks on the horizon.READ MORE
We think that lower-for-longer inflation means that the upward trend in interest rates should be moderate, allowing the bull market in equities and high-yield bonds to continue.READ MORE
In this quarter’s commentary, we discuss the relative calmness of financial markets despite significant geopolitical uncertainty, the strong performance of both risky assets (stocks) and defensive assets (bonds), and recent market trends favoring our foreign stock investments.READ MORE
Flexible bond funds and floating-rate loan funds continue to make up over half of our clients’ fixed-income exposure. We anticipate their returns will far exceed those of core bonds, and recent portfolio performance has borne this out.READ MORE
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