Market Insights

Research-driven perspectives to inform your financial decisions.

Editorial Highlights

The Market Insights hub delivers timely commentary, original research, and practical guidance for long-term investors. Explore recent features from our editorial calendar.

The Resilient Consumer: Positioning for Late-Cycle Growth

• By Marcus Han, CFA

Analyzes consumer balance sheets, wage trends, and service sector momentum to inform equity sector positioning.

  • Household debt service ratios remain below 20-year averages.
  • Rotating toward quality consumer discretionary names with pricing power.
  • Maintains exposure to mid-cap industrials benefiting from reshoring initiatives.

Navigating Municipal Markets After the Fed Pause

• By Priya Desai, CPA

Examines tax-equivalent yields, credit spreads, and issuance trends shaping municipal bond opportunities.

  • AA-rated 10-year munis delivering 3.1% tax-equivalent yield for top bracket investors.
  • Focus on essential service revenue bonds with improving coverage ratios.
  • Highlights our barbell approach combining short duration notes and intermediate maturities.

Quarterly Stewardship Report: Q1 2024

• By Stewardship Council

Summarizes engagement activity with portfolio companies on governance, climate disclosure, and capital allocation.

  • 22 management meetings covering executive compensation alignment and capital plans.
  • Supported 18 shareholder proposals improving transparency on climate risk.
  • Case study: collaborative engagement with Horizon Utilities leading to interim emissions targets.

Resources

Weekly Market Memo

A concise recap of macro developments, factor performance, and tactical impacts for portfolios.

Advisor Roundtable

Monthly webcast where CIO Marcus Han and senior analysts field client questions and review scenarios.

Quarterly Stewardship Notes

Updates on engagement milestones, proxy voting activity, and impact reporting frameworks.

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