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September 22 2020
Active Management . Portfolio Stability .
Article Alpha women
September 22 2020

Investing with portfolio management teams that include women can be good for your portfolio. 

September 23 2020
Responsible Investing . Politics .
Article Energy is on the ballot
September 22 2020

2020 elections have significant ESG implications.

September 21 2020
Liquidity . Markets/Economy .
Article Nothing is a lock
September 21 2020

Weekly Cash Commentary

September 21 2020
Fixed Income . Markets/Economy .
Article Is the economy better or less-worse?
September 21 2020

Weekly Bond Commentary

September 18 2020
Markets/Economy . Equity .
Article Retail sales slow
September 18 2020

Quirky back-to-school shopping contributed. 

September 21 2020
Monetary Policy . Interest Rates .
Article Looking forward
September 16 2020

The Fed sharpens its new policy framework with strong forward guidance. 

September 14 2020
Politics . Taxes .
Article I'm going to need more than popcorn!
September 15 2020

With polls tightening and debates around the corner, it's getting very interesting.

September 14 2020
Liquidity . Monetary Policy .
Article Inflation in the slow lane
September 14 2020

Weekly Cash Commentary

September 16 2020
Fixed Income . Markets/Economy .
Article Uncertainly lurks behind improving business sentiment
September 14 2020

Weekly Bond Commentary

September 21 2020
Fixed Income . Interest Rates .
Article 6 reasons yields may stay range-bound
September 11 2020

It starts with the Fed.

September 14 2020
Equity . Active Management .
Article The rotation begins as the waiting game continues
September 11 2020

Why we think the rotation out of tech could have legs over the next 6 months.

September 10 2020
Equity . Active Management .
Article 'The markets are in a raging mania'
September 11 2020

Can't say I agree with my fellow Pittsburgher. But markets may be re-evaluating leadership.

September 11 2020
Monetary Policy . Equity .
Article Economic recovery accelerates
September 11 2020

A rebound led by the labor market, housing, autos, manufacturing and consumers.

September 10 2020
Markets/Economy . Fixed Income .
Article Dramatics and drama
September 8 2020

Weekly Bond Commentary

September 10 2020
Liquidity . Monetary Policy .
Article Such great heights
September 8 2020

Weekly Cash Commentary

September 4 2020
Equity . Markets/Economy .
Article 'Hyperinflation is coming. I guarantee it'
September 4 2020

I don't share my neighbor's worry. But this week reminds it's never a 1-way market.

September 4 2020
Markets/Economy . Equity .
Article Halfway home
September 4 2020

Led by the household survey, the labor market continues to heal.

September 4 2020
Liquidity . Markets/Economy .
Article Prime reasons for money markets
September 4 2020

They provide short-term funding that oils the economy's gears.

September 11 2020
Equity . Markets/Economy .
Article Now what?
September 1 2020

Maybe near-term consolidation. But longer-term, this secular bull has a ways to run.

September 11 2020
Liquidity . Monetary Policy .
Article Encouraging elements of new Fed framework
September 1 2020

If the Fed's strategy to spur inflation works better than expected, hikes might come sooner.

September 12 2020
Liquidity . Monetary Policy .
Article Fed's new plan a double-edged sword
August 28 2020

Weekly cash commentary

August 28 2020
Equity . Markets/Economy .
Article Double dovish
August 28 2020

Ultra-easy Fed and record stimulus represent a double dose of support for stocks.

August 27 2020
Monetary Policy . Fixed Income .
Article Subtle but substantive Fed shift may let inflation build
August 27 2020

Policy change to let labor market run hot as long as prices don’t.

September 8 2020
Fixed Income . Coronavirus .
Article ABS in a Covid economy
August 24 2020

Securitized credit sectors appear to be holding up well so far.

September 10 2020
Liquidity . Monetary Policy .
Article Sales surprise, but new stimulus needed
August 24 2020

Weekly bond commentary

August 21 2020
Active Management . Equity .
Article You've got to ask yourself one question
August 21 2020

Is it a bubble?

August 21 2020
Markets/Economy . Liquidity .
Article Dueling conventions
August 21 2020

Dems took the first swing; now the GOP gets its chance.

September 10 2020
Monetary Policy . Liquidity .
Article Fed reboot coming
August 21 2020

Weekly cash commentary

August 26 2020
Equity . Active Management .
Article Looking beyond 'Big Tech'
August 18 2020

Emerging innovators, and not the behemoths, may point way to long-term growth.

August 20 2020
Politics .
Article American stars
August 18 2020

Celebrating a democracy milestone—100 years of women’s voting rights

August 24 2020
Equity . Markets/Economy .
Article Shangri-la
August 14 2020

An all-in Fed covers a lot of potential worries and issues.

September 10 2020
Monetary Policy . Liquidity .
Article Truly dog days of august
August 14 2020

Weekly cash commentary

August 24 2020
Markets/Economy . Politics .
Article Immigrants key drivers of U.S. economy
August 13 2020

Create a safe, legal immigration framework for foreign workers.

September 8 2020
Active Management . Equity .
Article Federated Hermes tilts toward value
August 12 2020

Stock-bond model keeps 2% equity overweight but shifts from growth bias.

September 10 2020
Fixed Income . Markets/Economy .
Article Getting Better?
August 7 2020

Weekly bond commentary

August 20 2020
Equity . Markets/Economy .
Article I've never worn my new Pradas
August 7 2020

Some aspects of life and the economy are getting back to normal quicker than others.

September 10 2020
Liquidity . Monetary Policy .
Article Job market unpredictable
August 7 2020

Weekly cash commentary

September 8 2020
Fixed Income . Markets/Economy .
Article Still 'hmm' on high yield
August 6 2020

Liquidity is abundant but fundamentals remain iffy.

September 10 2020
Fixed Income . Markets/Economy .
Article Second Quarter GDP: dreadful, horrible, terrible, etc.
August 3 2020

Weekly bond commentary

September 10 2020
Liquidity . Monetary Policy .
Article Fed on fire
July 31 2020

Weekly cash commentary

September 8 2020
Equity . Markets/Economy .
Article We see what we want to see
July 31 2020

Our humanness can trip us up when it comes to investing.

September 10 2020
Fixed Income . Markets/Economy .
Article Housing market benefiting from low rates
July 24 2020

Weekly bond commentary

September 8 2020
Politics . Equity .
Article The strangest election in history
July 24 2020

Election Day may be nearing but the market doesn't seem all that invested.

August 21 2020
Responsible Investing . Active Management .
Article Authentic responsible investing is not one size fits all
July 17 2020

Effective integration of environmental, social and governance factors requires a customized approach.

September 8 2020
Equity . Markets/Economy .
Article Fiscal policy matters
July 10 2020

Any proposal for a Phase 4 stimulus package must balance when and how to bring Americans back to work safely.

August 21 2020
Responsible Investing . Coronavirus .
Article Remember the environmental
July 7 2020

Even as coronavirus impacts our lives, we can't ignore the long-term consequences of climate change.

July 10 2020
Liquidity . Monetary Policy .
Article Ebb and flow
July 1 2020

June prime example of how liquidity asset flows benefit investors and the economy.

August 24 2020
Coronavirus . Responsible Investing .
Article The ESG emperor has clothes

May 27 2020

In times of crisis, human capital and stewardship matter even more.