Apr 15, 2020 | Quarterly Newsletters
Bond Market Overview April 15, 2020By John Trentacoste “Quality, income, asset allocation – and liquidity – have always been and will always be our main objectives as we actively manage our clients’ fixed income portfolios.” Liquidity,...
Apr 15, 2020 | Quarterly Newsletters
What a Long, Strange Trip it’s Been April 15, 2020By Sarah Swan “‘Long’ is the operative and ironic word, here, given that the past month has in many ways felt like years as we have ridden out the storms of each day and each week in an...
Jan 16, 2020 | Quarterly Newsletters
Bond Market Overview January 15, 2020By John Trentacoste “And more than just an honorable mention… all hail the consumer who has pulled the domestic economy from the dire predictions of certain contraction once the Treasury curve inverted in August last...
Jan 15, 2020 | Quarterly Newsletters
Happy 2020! January 15, 2020By Sarah Swan “We find it both nostalgic and fruitful to look back at the past decade because it can help us refine and adjust our perspective for the year (and decade) to come.” Happy New Year, and Happy End of a Decade—and a...
Oct 30, 2019 | Quarterly Newsletters
Craving Certainty. October 15, 2019By Sarah Swan “The consumer’s back might be getting a little sore from carrying an economy that is normally able to rely more heavily on manufacturing and production.” Inter- and intraday volatility was a far too...
Oct 15, 2019 | Quarterly Newsletters
Bond Market Overview October 15, 2019By John Trentacoste “In the middle of 2018, I said that the more things changed, the more they seemed to stay the same. That was not the case for July through September of this year. “ It was a busy third quarter. In...
