What to Expect From the Muni Market in 2018
The municipal asset class has historically been somewhat insulated from the effects of natural...
07:58
The Search for Bargains In Value Investing
I’ve been watching financial markets — in one way or another — for a long time. It’s hard to...
03:02
Bond Market Resiliency Through Geo-Political Threats
If I had to choose one word to describe the market during 2017, I’d say “resilient.” That’s...
04:20
Is the U.S. Bull Market Running Out of Steam?
There’s a lot of excitement around the stock market lately. Not only did the Dow Jones Industrial...
04:01
Alternative Investments: A Shift From Stocks to Hedging Strategies
Alternative investments can be an important strategic addition to traditional portfolios. They’re...
04:19
What is Fueling Global Equity Returns?
In the world of investments, little is certain. However, one thing I can say with complete...
03:32
Podcast Risk in investing is often simply thought of as volatility of returns. But in a...
04:46
An Attractive Emerging Markets Picture
Last week, the Wall Street Journal proclaimed that “emerging markets are having a banner year.”...
04:04
Bond Market Backdrop Bolsters the Search for Value
Podcast Long-term bond investors have enjoyed an extended period of positive performance. And...
04:31
Tulip Fever: Insights and Implications
Podcast Dutch tulips, Internet stocks, condo flipping—examples all of famous bubbles. Even...
05:22
Look Beneath the Surface to Understand Growth Versus Value Performance
Podcast Value stocks have dramatically underperformed growth stocks over the last 10 years. Over...
05:05
Podcast Growth-oriented stocks have performed very well of late, leading to questions from...
04:47
Has the Bull Market Gotten a Bit Long in the “FANGs”?
Podcast The current equity bull market in the U.S. has been running, almost unchecked, since the...
04:59
Active Approach Aligns with Today’s Market Climate
Podcast U.S. equity market returns generally have been on an upward course for more than eight...
05:03
The President Proposes, the Congress Disposes
Podcast In this edition of CIO Insights, we provide an update on the continuing evolution of the...
04:54
Podcast The big themes coloring the economic, political, and financial environment are by now...
03:31
Podcast We have been writing for some time now about economic and political uncertainty. One...
03:56
Passive Investing Comes with Valuation Risks
Podcast Passive, index-based investing has grown in popularity during the U.S. stock market’s...
03:03
One Thing’s for Certain: Uncertainty
Uncertainty has become the one certainty in global investing. Investors have lived with it for...
03:45
Fed Likely to Reduce Balance Sheet, Mindful of Markets
Investors are bracing for the next leg of the Federal Reserve’s (the Fed’s) “normalization”...
03:53
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