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The Fed Resets Expectations for Next Year | Weekly Market Commentary | December 23, 2024

The Federal Reserve (Fed) is moving more cautiously in adjusting policy, and markets might have a hard time resetting expectations. Throughout the latest press conference with Fed Chair Jerome Powell, equity markets declined as investors were befuddled with the large upward revision to 2025 inflation forecasts; despite disappointing inflation projections, the “vibecession” is over as businesses and consumers have become more optimistic.

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Weekly Market Commentary

How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024

Since millions of homeowners refinanced mortgages to extremely low rates a few years ago, the economy is less sensitive to interest rate policy. In fact, the Jackson Hole Economic Policy Symposium sponsored by the Kansas City Federal Reserve in August will debate the effectiveness and transmission of monetary policy because of these post-COVID-19 dynamics, likely revealing important investment implications.

Preferred Securities: Still Our Preferred Non-Core Bond Sector | Weekly Market Commentary | May 13, 2024

It continues to be a challenging environment for a lot of fixed income markets, especially higher quality markets. With the Federal Reserve (Fed) seemingly unlikely to lower interest rates until after the summer months (at the earliest), the “higher for longer” narrative has kept a lid on any sort of bond market rally. And while falling interest rates help provide price appreciation in this higher-for-longer environment, fixed income investors are likely better served by focusing on income opportunities. That’s where preferreds come in. With yields still elevated relative to history, we think preferred securities are an attractive option for income-oriented investors.

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Research

Client Letter | Many Reasons to be Thankful | November 4, 2021

Although the past year and a half has tested us all, there are still many reasons to be thankful.

Global Portfolio Strategy | October 11, 2021

October gets a bad rap—but it has historically been the best one for stocks and we see further (but modest) gains for stocks over the rest of the year.

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Market Watch

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Russia To Host BRICS Summit 2024 Amid Heightened Geopolitical Conflict | Weekly Market Commentary | September 3, 2024

In December 2023, Vladimir Putin declared that the 2024 BRICS Summit, hosted by Russia, would be focused on establishing a “fair world order” based on shared principles.