Investment Outlook

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Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number...

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U.S. Consumers Roar Back: How to Prepare for the “Great Re-Opening”

May 6, 2021

During the 1Q20 market dislocation we argued that Securitized Credit was a compelling way to gain access...

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Put Away Your Bell Bottoms: This is Not the 1970s

April 21, 2021

Fear of runaway inflation remains at the top of investors’ list of concerns

Has the Economic Reopening Stalled?

June 3, 2021

In anticipation of the upcoming May employment report, we take a look back at last month’s jobs number to put the “disappointing” results in perspective.

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Market Expectations are High but Realistic

April 20, 2021

The U.S. economic outlook continues to strengthen, with accelerating vaccinations, broadening activity and government support. The global economy should accelerate, but with less certainty due to uneven vaccination progress across countries.

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The End is Near, with New Signs of Fear

March 19, 2021

We believe the economy will grow well above trend throughout 2021, as massive pent-up consumer demand is released by vaccination progress, states reopening and highly accommodative government policy.

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