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What Investors Need to Know About a Government Shutdown

September 27, 2023

Despite causing disruptions to many areas of government, budget impasses have historically had little lasting impact on markets, and this time will likely be similar.  

Bank building

Moody’s Downgrade of U.S. Regional Banks Doesn’t Detract from Our Cautious Optimism

August 17, 2023

We aren’t overly concerned about U.S. regional bank debt despite Moody’s ratings actions

US Capitol

Fitch Downgrade More Barbie than Oppenheimer

August 2, 2023

The ratings cut on U.S. Treasuries presents an uncomfortable reality about the United States’ long-term fiscal stability, but it’s not a doomsday scenario.


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