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Market Commentary & Outlook
OLD 2020 Sector Outlook: Emerging Market Equities
January 7, 2020•2 min read

2020 Sector Outlook: High Yield Corporate Credit

A combination of spread compression and reduced US Treasury base rates contributed to double-digit gains in the high yield corporate[…]
Market Commentary & Outlook
2020 Sector Outlook: The Macroeconomic Backdrop
January 7, 2020•2 min read

2020 Sector Outlook: The Macroeconomic Backdrop

To kick off 2020, we are providing our readers with a glimpse into this process with a new series featuring[…]
Market Commentary & Outlook
What's Next After the US Airstrike in Baghdad?
January 3, 2020•4 min read

What’s Next After the US Airstrike in Baghdad?

The US drone strike that killed General Qassem Soleimani signals a major escalation of US-Iranian tensions.
Market Commentary & Outlook
Chart of the Week: US GDP and the Soybean Factor
December 24, 2019•2 min read

Chart of the Week: US GDP and the Soybean Factor

Seasonally adjusted, US real GDP rose a strong 3.5% in the third quarter of 2016, but then slowed to a[…]
Alpha Engine Perspectives
Will Global Assets Continue to Outperform? (Video)
December 24, 2019•1 min read

Will Global Assets Continue to Outperform? (Video)

While volatility in global markets is very low right now, geopolitical risks can change things quickly. Will this growth trend[…]

Alpha Strategies
Market Commentary & Outlook
Looking Ahead of Earnings - 60 Seconds with Craig Burelle (Video)
December 24, 2019•1 min read

Looking Ahead of Earnings – 60 Seconds with Craig Burelle (Video)

One of the highlights of the second quarter for me was making upward revisions to forward earnings estimates for US[…]
Market Commentary & Outlook
Perspectives: Fed Funds Futures vs. Wall Street (Video)
December 24, 2019•1 min read

Perspectives: Fed Funds Futures vs. Wall Street (Video)

Current estimates show a significant gap between the rate expectations of Wall Street economists and the Fed funds futures markets.[…]
Research Insights
US Fed Ends Quantitative Easing: 5 Insights from the FOMC Statement
December 24, 2019•1 min read

How Additive Manufacturing Could Alter the Future of American Industry (Video)

Watch Anthony Forcione discuss an extraordinary technology – additive manufacturing, or what’s more commonly referred to as 3D printing.
Alpha Engine Perspectives
Will Banks Beat the Stock Market? (Video)
December 24, 2019•1 min read

Will Banks Beat the Stock Market? (Video)

Ten years after the financial crisis, the return on equity of US banks is still 30% below pre-crisis levels. In[…]

Global Equity Opportunities
Uncategorized
The Geography of Income (Video)
December 24, 2019•1 min read

The Geography of Income (Video)

Income is a key ingredient of long-term total return potential, but not all income is created equal. How can multi-asset[…]
Economic & Cycle Views
Maybe Inflation Didn't Ease: A Look at Trimmed-Mean Inflation
December 24, 2019•4 min read

Maybe Inflation Didn’t Ease: A Look at Trimmed-Mean Inflation

Core PCE inflation year over year eased from a recent high of 2.04% last July to 1.55% in March. This[…]
Economic & Cycle Views
Data Consistent with Another US Mini-Cycle
December 24, 2019•3 min read

Data Consistent with Another US Mini-Cycle

In our view, indicators suggest the economy is in the downturn phase of a mini-cycle—a period of slower economic growth[…]
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