PORTFOLIO COMPASS

Portfolio Compass | July 19, 2019

Portfolio Compass | July 19, 2019

We emphasize a blend of high-quality intermediate bonds, with a preference for investment-grade corporates (IGC) and mortgage-backed securities (MBS) over Treasuries, in suitable strategies…

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Portfolio Compass | June 19, 2019

Portfolio Compass | June 19, 2019

We maintain our year-end 2019 fair value target for the S&P 500 Index of 3,000. Despite a slight reduction in our 2019 S&P 500 earnings forecast and heightened trade tensions…

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Portfolio Compass | May 16, 2019

Portfolio Compass | May 16, 2019

We favor emerging markets (EM) equities for their solid economic growth trajectory, favorable demographics, attractive valuations, and our continued expectation that the United States…

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