Beyond Bulls & Bears

The Market Implications of US Tax Reform a Bit Unclear
Multi-Asset

The Market Implications of US Tax Reform a Bit Unclear

"Some market observers have expressed optimism that US tax reform will prove bullish for stocks—and the economy overall—but the reality is that there will be some winners and losers and we don’t ultimately know what the magnitude of the impact will be.” -Ed Perks, CIO, Franklin Templeton Multi-Asset Solutions

Fed Delivers Rate Hike: Holiday Gift or Lump of Coal?
Alternatives

Fed Delivers Rate Hike: Holiday Gift or Lump of Coal?

After months (if not years) of anticipation, the US Federal Reserve (Fed) finally took action on interest rates at the end of its December 15-16 ...

European Drama Hasn’t Derailed US Growth
Equity

European Drama Hasn’t Derailed US Growth

With the Greek debt crisis coming to a head and China’s equity market experiencing a correction, the summer doldrums have not been in effect this ...

Optimism, Pessimism and Opportunity
Equity

Optimism, Pessimism and Opportunity

Given that the S&P 500 has been on a tear since 2008, logging double-digit returns in five of the past six years, and US Treasury rates remain ...

A Balanced Look at Equity, Fixed Income Fundamentals—and Oil Price Fears
Equity

A Balanced Look at Equity, Fixed Income Fundamentals—and Oil Price Fears

As we approach the final days of the year, major US equity benchmarks appear to be heading toward positive performance for 2014, largely ...

Strategies for Income-Seeking Investors
Equity

Strategies for Income-Seeking Investors

Many income-seeking investors have traditionally centered their portfolios around government bonds, often failing to consider other asset classes. ...

Casting a Wide Asset Net in a Volatile Sea
Equity

Casting a Wide Asset Net in a Volatile Sea

We think many US companies are real leaders in their industries globally and that there are still plenty of reasons to invest in them.

Meet the Manager: Ed Perks
Alternatives

Meet the Manager: Ed Perks

During his college days, Ed Perks had all the right stuff on the football field, setting records as a kicker on Yale University’s team. For the ...

A Flagship Sails Past 65

A Flagship Sails Past 65

Sequestration Stings

Sequestration Stings

Will U.S. Fiscal Loose Ends Cause the Markets to Unravel?

Will U.S. Fiscal Loose Ends Cause the Markets to Unravel?

A Delicate Balance

A Delicate Balance