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Highlights Oil & Bond Yields: Global growth indicators are starting to rebound, risk assets have returned to previous cyclical highs, and oil prices remain buoyant. This is a combination that will eventually result in rising global…
Highlights Portfolio Strategy China’s ongoing reflation trifecta, rising commodity prices, a back-half of the year global growth recovery, favorable balance sheet metrics and neutral valuations and technicals all signal that the…
Highlights The recent dovish shift in tone from central banks around the world is here to stay this year, providing support for global growth. As a result, stock prices will benefit from a combination of easy policy and rebounding…
Highlights Portfolio Strategy Disney’s recent streaming pricing disclosure and a favorable macro backdrop for recreation PCE argue that more gains are in store for the S&P movies & entertainment index. The price of credit…
Special Report Highlights Actively managed U.S. equity mutual funds have been hemorrhaging assets under management (AUM), with the lost AUM flowing directly to ETFs and index mutual funds. Chatter about the adverse consequences of too much passive…
Highlights Solid credit growth numbers from China last week suggest an emerging window for pro-cylical currency trades. However, since 2009, these currency pairs have tended to work in real time rather than with a lag. Continued muted…
Highlights Q1/2019 Performance Breakdown: Our recommended model bond portfolio underperformed the custom benchmark index by -17bps in the first quarter of the year. Winners & Losers: The underperformance came from the government…
Special Report Highlights Portfolio rebalancing is the process of realigning portfolio weights back to their strategic allocations. Frequent rebalancing is essentially a counter-cyclical, or value, strategy. In effect, investors buy low and sell…
Highlights Monetary Policy: The Fed is in no rush to tighten, and will remain on hold until inflation expectations or financial conditions give them a reason to resume hikes. Investors should take advantage by overweighting spread…
Highlights Portfolio Strategy Yield curve dynamics, higher oil prices, recovering balance sheets, and compelling valuations and technicals all suggest that energy stocks will burst higher in the coming months.  Melting medical…