Macro
When Israel launched surprise airstrikes on Iranian nuclear and military targets on June 13, global markets responded with a familiar playbook, but with a stagflationary twist that concerns investors.
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Taxable Bond
Our Taxable Bond Team shares how key market developments in April 2025 are influencing their portfolio positioning, sector allocation, and outlook.
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Municipal Bond
Municipals outperformed Treasuries, reversing April's relative underperformance. Historically attractive yields brought investors off the sidelines, helping the market overcome a weaker technical environment.
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Macro
Historical patterns show international equities outperform US markets during dollar decline cycles, with currency translation effects amplifying returns for American investors.
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Taxable Bond
High yield bonds can offer an attractive balance of income and capital appreciation opportunity — especially when backed by experienced and disciplined active management.
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Taxable Bond
Our Taxable Bond Team shares how key market developments in April 2025 are influencing their portfolio positioning, sector allocation, and outlook.
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Macro
Global Strategist Bill Sterling takes a deep dive into the implications for investors and shares his latest research.
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Wealth Insights
Passing wealth to future generations is a big responsibility. Senior Private Wealth Advisor Scott Peterson shares insights on preparing the next generation to inherit family wealth.
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Municipal Bond
April brought extreme volatility across fixed income markets, with Treasury and municipal bonds both whipsawed by policy surprises, shifting investor sentiment, and technical pressures.
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