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Market Opportunities Amid An Economic Rotation

Market Opportunities Amid An Economic Rotation

Opportunities abound in the markets, even during periods when the economy appears ripe for a regime shift. Recent growth metrics surprised to the upside, but leading indicators point toward some downside risk. In this edition of the Weekly Market Commentary, we...
Market Opportunities Amid An Economic Rotation

Can Muni Investors Catch a Break? We Think So

It’s been another volatile year for municipal (muni) investors this year. While generally outperforming U.S. Treasuries, the Bloomberg Muni Index is on track for its second calendar year of negative returns—something that has never happened before. But, while...
Market Opportunities Amid An Economic Rotation

CAN SOMETHING GOOD COME FROM A CRISIS?

Despite headwinds, the U.S. could experience structural changes in the labor market, residential real estate, and inflation as the post-pandemic economy progresses into the New Year. As markets adjust to a new regime, investors should recognize the economy is becoming...
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