Commentaries & Insights

Quarterly Economic Reviews

First Quarter 2013 Market/Economic Review
Fourth Quarter 2012 Market/Economic Review
Third Quarter 2012 Market/Economic Review

Weekly Economic & Market Recap

Week of June 14, 2013  

Commentaries

Fixed Income Commentary: Markets Reflect Stability, Resiliency (1Q13) (4.16.13)
Municipal Commentary: Lingering Headwinds, but Returns Stay Positive (1Q13) (4.5.13)
Small Cap Commentary: Outperformance Trend Continues (1Q13) (4.5.13)

Insights

Advantage Equity
Dividend-Based Investing Approach has Benefits (12.20.12)
International Equity
Brightening Skies for British Economy (6.10.13)
Construction in Progress: Germany and the Eurozone (6.3.13)
Abenomics: Japan's Bold Economic Experiment (4.15.13)
Post Election Italy: Looking for Positives in the Muddle (3.18.13)
Japan Moving Toward Economic Rebound? (12.20.12)
Economic Skies Brightening in China (12.12.12)
The Battle for the Future of Europe (12.4.12)
Euro Crisis: More Y2K or Lehman Brothers? (10.19.12)
Slowing Growth Aside, China Still a Force (7.31.12)
Select Equity
Small Cap Team Sees Discounted Growth Opportunities in Financials (3.18.13)
Small Caps Positioned for Upturn (8.15.12)
Fixed Income
Measuring Risk in Short-Term Fixed Income Portfolios: A Focus on Capital Preservation (6.13.13)
Risk Measurements for Investment Portfolios (6.13.13)
Agency MBS -- Relative Value in a Low-Rate Environment (6.29.12)
Municipals
Illinois SEC Settlement Impact on Municipal Market to be Minimal (3.15.13)
Detroit's Credit Problems: Effects on Municipals (3.5.13)
Municipal Interest Exemption Remains Unaltered (1.3.13)
2013 Municipal Outlook and Strategy Overview (12.31.12)
Clearing Up Misconceptions About Premium Bonds (8.14.12)
General Market
Market Insights: April 2013 (3.28.13)
McCreadie Year-End Update: 2012 Review & Look to 2013 (1.15.13)
Fiscal Cliff Deal: End of Round One (1.7.13)

News

Mid Cap Value Transitioning to Mid Cap Equity (6.18.13)
Five Strategies Ranked High by Investment News (6.6.13)
Small Cap Equity Team Changes Name; Now the Select Equity Team (5.30.13)
Small Cap Equity and Structured Small Cap Core Equity Strategies Rank High in Pension & Investment Rankings (5.23.13)
Roy Promoted to Portfolio Manager (5.8.13)