Increasing Your Return on Life.®

Title: Search for Income | Q4 2016

Description: The Search for Income publication is a quarterly guide to our top ideas for income-producing securities and strategies.
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Title: "Taking the Temperature of TIPS" | Bond Market Perspectives | February 21, 2017

Description: "Breakeven inflation rates still below CPI levels may present a modestly favorable situation for TIPS relative to nominal Treasuries."
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Title: “Earnings Update: Five Observations" | Weekly Market Commentary | February 21, 2017

Description: “Fourth quarter earnings results are mostly in the books.”
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Title: "Cracking Oil" | Weekly Economic Commentary | February 21, 2017

Description: "Patterns of energy production and consumption are changing, both because of and despite political actions."
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Title: Portfolio Compass | February 15, 2017

Description: “Upgraded large and small foreign to neutral from negative/neutral.”
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Title: "Happy Anniversary High Yield & Oil" | Bond Market Perspectives | February 14, 2017

Description: "Valentine’s Day is an apt reminder of the up-and-down relationship between high yield and oil over the past two years."
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Title: “Real Estate Overview: All About the Cycles“ | Weekly Market Commentary | February 13, 2017

Description: “Analyzing real estate is all about the cycles.”
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Title: "The Valentine's Day Index" | Weekly Economic Commentary | February 13, 2017

Description: "The impact of economics on everyday life isn’t always clear, but the week ahead is different."
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Title: Market Insight Monthly | January 2017

Description: "Two-thirds of economic reports received in January 2017, which mostly reflect economic activity from December 2016 and early January 2017, met or exceeded consensus expectations. ” 
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Title: "MBS: High-Quality Middle Ground" | Bond Market Perspectives | February 7, 2017

Description: "An often overlooked sector, high-quality mortgage-backed securities (MBS) offer investors high credit quality, with a modest yield premium to Treasuries."
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Title: "Facts on NAFTA" | Weekly Economic Commentary | February 6, 2017

Description: "NAFTA’s history is one of both bi-partisanship and deep-seated rancor."
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Title: “Taking Stock of Technicals and Sentiment“ | Weekly Market Commentary | February 6, 2017

Description: “With the historically weak month of February upon us, we take a closer look at market technicals and sentiment this week.”
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Title: "Understanding Bond Benchmarks" | Bond Market Perspectives | January 31, 2017

Description: "The construction of stock indexes are relatively easy for investors to understand, but bond indexes are not as intuitive."
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Title: “Is There Still Value in Value?“ | Weekly Market Commentary | January 30, 2017

Description: “Despite a strong 2016, there may still be some value in value.”
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Title: "FOMC FAQs" | Weekly Economic Commentary | January 30, 2017

Description: "The Fed holds its first of eight FOMC meetings of 2017 this Tuesday and Wednesday, January 31-February 1, 2017."
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Title: "High-Yield Municipals: Does Risk Outweigh Reward?" | Bond Market Perspectives | January 24, 2017

Description: "High-yield municipal bonds have started to recover following the November 2016 sell-off."
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Title: "I Want My GDP – NowCast Preview For Q4 2016" | Weekly Economic Commentary | January 23, 2017

Description: "With the GDP estimate for Q4 2016 coming at the end of the week, Fed NowCast models are forecasting an average real growth of 2.5%."
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Title: “International Stocks — We Look East to Japan“ | Weekly Market Commentary | January 23, 2017

Description: “After years of earnings recession, improving corporate earnings and relatively low valuations are making overseas investments more attractive.”
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Title: Portfolio Compass | January 18, 2017

Description: “Upgraded financials to neutral/positive from neutral. Downgraded consumer staples to negative from neutral/negative.”
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Title: “Is Small Cap Strength Sustainable?“ | Weekly Market Commentary | January 17, 2017

Description: “This week, we share our thoughts on the potential policy impact on small caps and discuss whether recent small cap strength is sustainable.”
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Title: "Municipals Break Losing Streak" | Bond Market Perspectives | January 17, 2017

Description: "Supply-induced headwinds in the municipal market faded in December, allowing the sector to break a three-month losing streak."
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Title: "China Check In" | Weekly Economic Commentary | January 17, 2017

Description: "China’s role in the global economy has seldom been more important or controversial."
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Title: Market Insight Monthly | December 2016

Description: "Economic reports received in December 2016, which mostly reflect economic activity in November and early December 2016, were generally mixed relative to consensus expectations, which have moved higher since the November 8, 2016 U.S. presidential election.” 
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Title: "Technical Factors" | Bond Market Perspectives | January 10, 2017

Description: "Technical factors may conspire to continue the downward pressure on longer-term yields seen since mid-December 2016."
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Title: "January Game Plan" | Weekly Economic Commentary | January 9, 2017

Description: "The new year is underway and there are several economic and potentially market moving events to monitor."
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Title: “Fourth Quarter 2016 Earnings Preview: Looks Like Another Good One“ | Weekly Market Commentary | January 9, 2017

Description: “Fourth quarter 2016 earnings season gets underway this week (January 9–13), and it looks like it will be another good one.”
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Title: "2017 Fixed Income Outlook" | Bond Market Perspectives | January 3, 2017

Description: "Muted returns for high-quality fixed income may await investors in 2017."
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Title: "Outlook 2017: Economy Approaching Mid-Cycle Acceleration" | Weekly Economic Commentary | January 3, 2017

Description: The U.S. economy navigated some difficult milestones in 2016 and is now approaching mid-cycle acceleration.
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Title: “2017 Stock Market Outlook: Gears Are Turning, But Parts May Need Grease“ | Weekly Market Commentary | January 3, 2017

Description: “Earnings are the key to 2017 stock market outlook.”
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Title: Outlook 2017: Institutional (White Paper)

Description: "Outlook 2017: Institutional (White Paper)"
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