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  • By news type: insight, press release, reprint
  • By topic: Barron's, Europe, muni
  • By date: 06/01/2015, 2015
06/25/2015InsightFund manager seeks city projects with high yielding bonds
06/19/2015InsightDespite recent gains, opportunities still available in healthcare stocks
06/19/2015Product ideaFederal fund rates unchanged — for now
06/19/2015Notes from the deskFederal fund rates unchanged — for now
06/09/2015InsightDespite California drought, returns on water bonds shouldn’t dry up
06/09/2015InsightFor smaller banks, all eyes on margins
06/05/2015InsightLower duration helps set high yield apart
06/05/2015Notes from the deskInvestors can cheer strong auto sales figures
06/01/2015InsightA positive outlook for credit conditions
05/29/2015InsightCurrency markets: More volatility in store?
05/28/2015Notes from the deskConsumer confidence stabilizes in May
05/22/2015InsightReal estate thrives amid healthy capital markets
05/22/2015Notes from the deskApril housing data a tailwind for economic activity
05/18/2015InsightWhen yields turn negative, fundamentals are tested
05/15/2015InsightEarnings point to continued modest growth
05/13/2015InsightU.S. REITs: A matured asset class
05/08/2015Notes from the deskMarkets cheer a Tory victory in the U.K.
04/29/2015InsightIn fixed income, choosing fundamentals instead of latest trends
04/23/2015InsightExpecting inflation? Think again
04/15/2015Notes from the deskRetail sales increased in March. Are they sustainable?
04/08/2015InsightIn real estate markets, a shift in international financing
04/08/2015Notes from the deskOptimism amid slower growth in manufacturing
04/02/2015InsightReal estate well positioned if rates rise
03/27/2015Notes from the deskU.S. output downshifted in February, but upturn seems possible
03/20/2015Notes from the deskOptimism amid a global view of equities
03/19/2015InsightThe ECB's QE program: Don't judge a book...
03/17/2015Notes from the deskRetail sales disappoint, but do not cast a pall
03/11/2015InsightCurrency markets contend with a devaluation dilemma
03/10/2015InsightUncovering long-term value in the technology sector
03/05/2015InsightSmall-cap companies remain fundamentally healthy
02/19/2015InsightIn Europe, sentiment improving but more work lies ahead
02/06/2015InsightOn Russia, sanctions, and survival
01/23/2015InsightValuations could hamper long-term performance
01/07/2015InsightA new turn in the U.S. manufacturing sector
12/29/2014InsightGrillo’s corner: The four horsemen
12/23/2014InsightCan the banking sector help Europe turn around?
12/12/2014InsightOur approach to an environment of constrained market liquidity
12/04/2014InsightWhat to expect when you’re expecting a strong dollar
12/04/2014InsightChina cuts interest rates, more stimulus measures ahead?
11/21/2014InsightA selective approach to value investing
11/06/2014InsightUncovering value in today’s muni bond market
10/30/2014InsightDespite macro pressures in Europe, ample opportunity remains
10/17/2014InsightCapital spending: In search of momentum
10/14/2014InsightCountry watch: Mexico
10/03/2014InsightU.S. tax code spells potential advantage for municipal income
09/30/2014InsightWhat’s next in the Fed’s path to normalization?
09/12/2014InsightA tale of two...worlds: The great divide in today’s global real estate market
09/05/2014InsightChoppy waters continue for Puerto Rican debt
09/05/2014InsightMoney market funds in the 21st century
08/22/2014VideoM&A activity in small-caps
08/08/2014VideoActive investing in the small-cap space
08/07/2014InsightMonetary policy in the 21st century — the Fed's path toward normalization
07/25/2014VideoMunicipal market snapshot: Year-to-date performance drivers and outlook
07/11/2014InsightLabor market could continue to stanch inflation
06/27/2014VideoMunicipal bonds: A solid option for capturing yield at reasonable risk
06/19/2014InsightAttention fixed income investors: Let's talk about duration extension
06/13/2014VideoA tame outlook for inflation
05/30/2014InsightMunicipal bonds may be more attractive given today’s tax code
05/22/2014VideoSector spotlight: Healthcare
05/12/2014InsightMunicipal bond market update: A pleasant surprise for municipal investors in 2014?
05/09/2014InsightAre airline stocks finally investable?
04/23/2014InsightCurrency considerations in global equity investing
04/11/2014InsightForeign exchange: No longer buried in the footnotes
03/28/2014VideoMergers and acquisitions: More volume on the horizon?
03/12/2014InsightOn adversity and opportunity in Russia and Ukraine
03/07/2014VideoHarnessing potential in the energy sector
02/21/2014CommentaryDoes the U.S. Federal Reserve have us on a collision course?
02/21/2014VideoMarket expectations and positioning
02/21/2014VideoValuation and correlation
12/10/2013CommentarySubdued inflation can be costly
11/29/2013CommentarySmall-cap stocks: As U.S. economy improves, M&A activity could rise
11/15/2013CommentaryMixed progress for “Abenomics”
10/18/2013CommentaryThe American Midwest as an emerging market
10/10/2013CommentaryOur reaction to the government shutdown
09/30/2013CommentaryBig pharma: Moving beyond the patent cliff
09/23/2013CommentaryMunicipal bonds today: Value, tax-advantaged yields, and low credit risk
09/19/2013CommentaryThe waiting game continues: Our thoughts on the Fed’s ongoing QE program
09/09/2013CommentaryDelaware Investments: A proprietary, independent view of credit research
08/23/2013CommentaryKnow your REITs — Private versus public REITs
07/25/2013CommentaryPower in research
07/15/2013CommentaryTrends and opportunities in global infrastructure
06/30/2013CommentaryMunicipal fixed income markets: Second quarter review
06/25/2013CommentaryStop. Look both ways. The global dash for yield may be leading some investors into oncoming traffic.
06/25/2013CommentaryEmerging markets: Mexico transforming, becoming a rising star
06/13/2013CommentaryFixed income markets: Improving, but risks remain
05/14/2013CommentaryAn evolving monetary policy
05/07/2013Investment ideaInterest rates are volatile. Are you sinking or floating?
05/02/2013CommentaryJoining the REIT club: What will it take to succeed?
04/09/2013CommentaryA positive outlook for merger and acquisitions activity
03/31/2013CommentaryMunicipal fixed income markets: First quarter review
03/27/2013CommentaryGrillo's Corner: The Great Central Bank Roller Coaster, Part III
03/14/2013CommentaryStock market valuations may be fully priced, but opportunity for value remains
02/15/2013CommentaryPolitical change brings new optimism in Japan
02/01/2013CommentaryPotential portfolio impacts of a rising rate or inflationary environment — international equity
02/01/2013CommentaryPotential portfolio impacts of a rising rate or inflationary environment — domestic equity
01/28/2013Investment ideaThe long-term need for global infrastructure
12/31/2012CommentaryMunicipal markets in review: Risk sentiment versus technical conditions
12/13/2012CommentaryOur perspective on municipal bonds and the fiscal cliff
11/30/2012Investment ideaPreparing for inflation? Consider real estate investment trusts
11/21/2012CommentaryEurope and the global equity markets
11/02/2012CommentaryHurricane Sandy: Looking ahead toward recovery
11/01/2012CommentaryAs China's economy cools, a focus on the longer term
10/25/2012Investment ideaMunicipal debt: A model of resilience
10/09/2012CommentaryFinding income today
09/01/2012CommentaryGrillo's corner: The Great Central Bank Roller Coaster, Part II
08/31/2012CommentaryInvestment opportunities in international auto markets
08/22/2012CommentaryEconomic growth and equity returns: Not always an obvious relationship
07/28/2012Investment ideaLooking for equity income? Think globally
07/02/2012CommentaryGreek elections and the euro zone
06/22/2012CommentaryWhat do current valuations say about small-cap stocks?
06/22/2012CommentaryMidyear fixed income: Pressure points, catalysts, and credit cycles
06/13/2012Investment ideaMid-cap value: Flexibility and growth potential
05/22/2012CommentaryReaction to the elections in France
05/07/2012CommentaryBrazil cuts interest rates: A sign of trouble ahead?
05/01/2012CommentaryAnalyzing stocks during volatile markets
04/27/2012CommentaryGrillo's Corner: The Great Central Bank Roller Coaster
04/20/2012CommentaryHealthcare reform and the Supreme Court: Tuning out the noise and focusing on the facts
04/20/2012CommentaryMunicipal debt: A model of resilience
04/19/2012Investment ideaThe multiple benefits of dividends
03/26/2012Investment ideaWhy consider high yield bonds?
02/16/2012CommentarySeeking growth in all market environments
12/06/2011CommentaryGrillo's Corner with Graham McDevitt: Update on Europe
11/30/2011CommentaryDeficit reduction committee is rendered null and void: What comes next?
11/18/2011Investment ideaShifting global landscape
08/09/2011CommentaryComments on recent market volatility
08/09/2011CommentaryA word about current market volatility
08/02/2011CommentaryPerspectives on U.S. debt
05/10/2011CommentaryThe EU debt crisis: Is Portugal the final chapter?
01/14/2011CommentaryFixed income update 01-14-11
12/15/2010CommentaryFixed income update