Investment Outlook

Mountain Road Lined with Trees

Fixed Income Outlook: What We Expect in the Second Half of 2019

Entering the second half of 2019, our portfolios are positioned to reflect seven key themes.

City at Sunset

Geopolitical Concerns Rise, Stocks Fall

Global and U.S. earnings revisions are turning up. We look for stabilization of the U.S. dollar, credit spreads and China’s economy as signals of sustainable future earnings growth.

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What’s more Intimidating? Fed Minutes or a President’s Tweet?

No one likes the messenger who brings bad news — unless that news leads the Fed to cut interest rates.

Geopolitical Concerns Rise, Stocks Fall

June 25, 2019

Global and U.S. earnings revisions are turning up. We look for stabilization of the U.S. dollar, credit spreads and China’s economy as signals of sustainable future earnings growth.

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