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ECRI Weekly Leading Index: "All Signs Point to a Cyclical Slowdown in Inflation"
S&P 500 Snapshot: Index Continues to Climb
Secular Trends in Residential Building Permits and Housing Starts
Conference Board Leading Economic Index: Continued Growth in June, All-Time High
Philly Fed Manufacturing Index: Positive but Weaker Growth in July
Weekly Unemployment Claims: Down Another 15K
Five Decades of Middle-Class Wages: June 2017 Update
New Residential Building Permits: June Bounces Back
New Residential Housing Starts Up in June
NAHB Housing Market Index: "Builder Confidence Slips Two Points in July, Remains Solid"
Articles
What Drives Municipal Bond Yields?
What explains the fact that municipal bond yields are only slightly lower than equivalent Treasury bonds, giving muni investors a much higher taxable-equivalent yield? The answer lies in their liquidity, which is good news, especially for buy-and-hold investors of individual bonds.
Venerated Voices™ 2017 Q2 Rankings
Advisor Perspectives, a leading publisher serving financial advisors and the financial advisory community, has announced its Venerated Voices™ awards for commentaries published in Q2 2017. Rankings were issued in three categories: The Top 25 Venerated Voices™ by Firm, The Top 25 Venerated Voices™ by Author and The Top 10 Venerated Voices™ by Commentary.
The Irresistible Seduction of Process
This is how obsessive adherence to process unfolds into irrelevance.
Building Portfolios that Address Financial-Cycle Risk
How to Fully Engage a Prospect in a Few Seconds
Seven Surprising Insights about Advisory Fees
Can Collaborative Consensus Backfire?
In Defense of Levered Equity ETFs
The Compelling Opportunities in the High-Yield Market
White Papers
Agency MBS: Still Attractive for Now
The Fed is withdrawing from the MBS market, but we see a number of positives supporting agency MBS over the next 6 to 12 months.
Pacific Funds Perspectives Mid-Year Outlook
Uncertainty was a major theme in the first half of 2017, which had a pronounced impact on the financial markets. In times like these, it’s important to work with investment managers who are experienced at navigating these markets. Pacific FundsSM investment managers discuss insights, themes, and trends that may shape the market in the remainder of 2017.
Challenges in the ESG Environment
Responsible investing is a topic of increasing interest, particularly among certain profiles of investors. Yet, proposed legislative rollbacks on corporate governance and climate change have roused concerns about the impact on environmental, social and governance (ESG) investing.
We believe, however, that investors have many reasons to remain confident and, while it is always hard to predict how changes will ultimately play out, the future of ESG investing continues to look promising for investors. Our latest investment commentary explains why.
The remainder of the year may be one for the bulls
Rate hikes? Low inflation? Tax cuts? Commonwealth’s chief investment officer, Brad McMillan, examines the trends that may boost investor sentiment in the coming months. Download his free article, Not a Bad Place to Be: Market and Economic Forecast for the Second Half of 2017, and prepare your clients for the possibilities.
