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Library » July 2017 Perspective

July 06, 2017 | Market Commentary

Growth stocks have had a great start to 2017. As the post-election euphoria wore off, the outperformance of value names and other cyclical sectors gave way to renewed investor interest in companies with capacity to generate their own growth in a slow growth world.

Library » Semi-Annual Outlook: Active Management Amid Complacency

June 26, 2017 | Active Management

Despite all-time highs in global economic policy uncertainty, volatility across equity and fixed income markets generally persisted near historically low levels during the first half of the year. As we enter the second half of 2017, we provide our view of what to expect in global …

Markets & Economy » Federal Reserve Hikes Rates, Ushers in Accelerated Pace

March 16, 2017 | Fixed Income

In a widely expected move, on Wednesday afternoon, Federal Reserve policymakers chose to hike interest rates by a quarter of a percentage point to a range of 0.75 to 1.00 percent, noting increased inflationary pressures and economic activity that has continued to expand at a moderate pace. The …

Markets & Economy » 2017 Could be the Year of the Active Manager

February 10, 2017 | Active Management

It has been said that those who do not learn from history are doomed to repeat it. With the value of active management called into question in recent years, we are compelled to consider our history to see what we might be able to glean about the realities of today’s environment. Active …

Markets & Economy » Monthly Outlook - February

February 08, 2017 | Market Commentary

Monthly Outlook video for February provides an update on the US and global economy; including the impacts of President Trump, the ongoing Brexit negotiations, fixed income, and more.   Read our February Perspective for a more thorough summary of the current market environment.

Marc Bushallow

Managing Director, Fixed Income

Markets & Economy » Fed Raises Rates: Implications for Fixed Income Investors

December 23, 2016 | Fixed Income

The Federal Open Market Committee (FOMC) unanimously decided to increase the federal funds target rate by 25 basis points last week, moving the target range from 0.25–0.50% to 0.50–0.75%. This is the second rate hike in over a decade; the federal funds target rate was last raised in December 2015, …

Library » December 2016 Perspective

December 08, 2016 | Market Commentary

Our December Perspective provides our view on the latest US and global economic news. This month’s edition includes updates on China, England, fixed income, and our US outlook in the wake of the election.

Library » Webinar: Where to Stash Your Cash

October 14, 2016 | Fixed Income

The current regulatory and low interest rate environments are forcing organizations to re-think their cash management strategy. Marc Bushallow, Managing Director of Fixed Income, and Joseph Rulison, CEO of three+one discuss today’s environment, how it impacts your organization, and cash management …

Library » October 2016 YourShare

October 12, 2016 | Market Commentary

Consumer Spending Remains a Strong Contributor to Growth The second estimate of second-quarter gross domestic product (GDP) growth was revised down slightly from a 1.2% seasonally-adjusted annual rate to 1.1%. Lower readings for government spending and housing construction were the primary …


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