• The Fed’s “Financial Conditions” Conundrum
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  • Q&A with Jason Brady:
    When the Model Says “Buy,” Beware
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Amid New-Year Forecasts, Focus on Fundamentals, Not Endpoints

Year-ahead predictions of index and price points rarely turn out to be accurate...

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Latest News & Insights

  • Hanging 10 on the Triple B Wave
    April 15, 2018 [Danan Kirby, CFA]
    Surfing for opportunities while using vigilance to avoid wipeout
  • The Fed’s "Financial Conditions" Conundrum
    April 3, 2019 [Market Insights, Jason Brady, CFA]
    Just because the market is celebrating the Fed’s policy u-turn doesn’t mean volatility is a thing of the past. Disconnects between fundamentals and assets prices don’t make for market stability.
  • Rerating the Judgment Factor Amid Smart Beta’s Derating
    March 15, 2019 [Market Insights, Charles Roth]
    Turns out price matters for excess returns, and that what’s worked before doesn’t necessarily persist into the future. “Many factors aren’t real.”
  • Muni Bond Sales Surge as Issuers Ride Demand Wave
    February 19, 2019 [Market Insights Dominic Alto and Charles Roth]
    Caveat emptor: current technical supply and demand flows favor issuers more than buyers. But diligent, disciplined investors can always find attractively priced, fundamentally sound bonds.