Market Commentary

Timely takes on markets and the economy.

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Bond Insights

2025 Municipal Bond Outlook

We believe municipal bonds currently offer a compelling balance of risk and reward for investors in higher tax brackets.

Bond Insights

2025 Corporate Bond Outlook

Strong 2024 performance may be tough to replicate given tight credit spreads, but we still have a favorable view on corporate bond investments given the strong economy.

Market Outlook

2025 Treasury Bonds and Fixed Income Outlook

The bond market is caught between the Federal Reserve's plans to cut interest rates and the risk of higher inflation and federal debt levels.

Market Outlook

2025 Global Outlook: Clearing the Hurdles

International markets are expected to clear the hurdles of uncertain trade policy, tighter fiscal policy and slower than average economic growth to support solid overall returns.

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Commentary

Choosing Municipal Bonds: GO or Revenue?

You're interested in investing in municipal bonds, but which type—general obligation or revenue—is best for you? We break it down.

Commentary

Breadth of Life: Post-Election Market Trends

Some post-election stock market excitement has receded, but the story of strong breadth—which predated the election—has not changed and continues to support the market for now.

On Investing: Kathy Jones & Liz Ann Sonders
On Investing

Uncertainty Around Future Policy

Uncertainty around future economic policies could translate to wait-and-see mode for many business leaders, the markets, and the Fed.

Bond Insights

TIPS and Inflation: What to Know Now

Treasury Inflation-Protected Securities, or TIPS, can help buffer a portfolio against inflation. However, it's important to understand their unique characteristics and complex nature.

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Five Investing Impacts of a Trade War

Market reactions to a potential trade war may be less extreme than anticipated by investors, although volatility is likely during trade negotiations.