Insights

Explore Insights

Coronavirus
December 11 2020
Equity . Markets/Economy .
Article Movie night
December 11 2020

What might the markets do as we all hunker down?

January 4 2021
Markets/Economy . Equity .
Article No double-dip recession on the horizon
December 9 2020

We continue to think the S&P will reach 3,800 this year and 4,200 in 2021.

January 4 2021
Equity . Markets/Economy .
Article Sometimes, it's not that complicated
December 9 2020

2021 risks are far more to the upside than downside.

November 13 2020
Equity . Politics .
Article Leavin' on the midnight train
November 13 2020

We're going to be hearing about Georgia ad nauseam in coming weeks.

November 10 2020
Equity . Coronavirus .
Article Raising, again, our equity exposure
November 10 2020

Vaccination hopes add to factors favoring stocks.

November 25 2020
Politics . Equity .
Article It's all bullish
November 9 2020

Election outcome 1 of 5 reasons risk assets are on a tear.

October 28 2020
Equity . Politics .
Article What's behind the sell-off?
October 28 2020

Spiking Covid cases, no extra stimulus and a possible contested election.

October 24 2020
Politics . Equity .
Article Pumpkin spice popcorn ... m'm, m'm, m'm
October 23 2020

The race could tighten but whatever happens, the market should be fine.

October 26 2020
Equity . Markets/Economy .
Article As market claws back, near-term worry list grows
October 13 2020

Pullback could be in offing against promising long-term outlook.

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

It starts with the Fed.

September 29 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 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 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.

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.

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

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

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

Liquidity is abundant but fundamentals remain iffy.

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.