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  • By news type: insight, press release, reprint
  • By topic: Barron's, Europe, muni
  • By date: 06/01/2015, 2015
DateTypeTitleAuthorTeam
06/25/2015InsightFund manager seeks city projects with high yielding bonds
06/19/2015InsightDespite recent gains, opportunities still available in healthcare stocksChristopher S. AdamsCore Equity
06/19/2015Notes from the deskFederal fund rates unchanged — for nowPaul GrilloFixed Income
06/09/2015InsightFor smaller banks, all eyes on margins Michael FoleySmall Mid-Cap Value Equity
06/09/2015InsightDespite California drought, returns on water bonds shouldn’t dry up Greg GizziFixed Income
06/08/2015InsightFraming up the credit cycle: Perspectives for insurersMichael G. WildsteinFixed Income
06/05/2015InsightLower duration helps set high yield apartChristopher M. TestaFixed Income
06/05/2015Notes from the deskInvestors can cheer strong auto sales figuresMichael FriedmanGlobal Value Equity
06/01/2015InsightA positive outlook for credit conditionsMichael G. Wildstein, Christopher M. TestaFixed Income, Fixed Income
05/29/2015InsightCurrency markets: More volatility in store?Sean M. SimmonsFixed Income
05/28/2015Notes from the deskConsumer confidence stabilizes in MayMichael FriedmanGlobal Value Equity
05/22/2015InsightReal estate thrives amid healthy capital marketsBob Zenouzi, Scott P. HastingsREIT and Income Solutions, REIT and Income Solutions
05/22/2015Notes from the deskApril housing data a tailwind for economic activityKent P. MaddenSmall Mid-Cap Value Equity
05/18/2015InsightWhen yields turn negative, fundamentals are testedWen-Dar ChenFixed Income
05/15/2015InsightEarnings point to continued modest growthChristopher S. BeckSmall Mid-Cap Value Equity
05/13/2015InsightU.S. REITs: A matured asset class Bob ZenouziREIT and Income Solutions
05/08/2015Notes from the deskMarkets cheer a Tory victory in the U.K.Margaret MacCarthy BaconGlobal Value Equity
04/29/2015InsightIn fixed income, choosing fundamentals instead of latest trendsRoger A. Early, Zoë Bradley Fixed Income, Fixed Income
04/23/2015InsightExpecting inflation? Think againIon DanFixed Income
04/15/2015Notes from the deskRetail sales increased in March. Are they sustainable? Donald G. PadillaCore Equity
04/08/2015InsightIn real estate markets, a shift in international financingScott P. HastingsREIT and Income Solutions
04/08/2015Notes from the deskOptimism amid slower growth in manufacturingKelley A. McKeeSmall Mid-Cap Value Equity
04/02/2015InsightReal estate well positioned if rates riseBob ZenouziREIT and Income Solutions
03/27/2015Notes from the deskU.S. output downshifted in February, but upturn seems possible Michael FriedmanGlobal Value Equity
03/20/2015Notes from the deskOptimism amid a global view of equitiesTodd A. BassionGlobal Value Equity
03/19/2015InsightThe ECB's QE program: Don't judge a book...Paul Grillo, Wen-Dar ChenFixed Income, Fixed Income
03/17/2015Notes from the deskRetail sales disappoint, but do not cast a pallAnu B. KothariGlobal Value Equity
03/11/2015InsightCurrency markets contend with a devaluation dilemmaSean M. SimmonsFixed Income
03/10/2015InsightUncovering long-term value in the technology sectorDr. Lawrence G. FrankoGlobal Value Equity
03/05/2015InsightSmall-cap companies remain fundamentally healthyFrancis X. MorrisCore Equity
03/03/2015Notes from the deskDespite FCC vote, net neutrality ruling issue remains far from settledSteven G. CatricksSmall Mid-Cap Value Equity
02/26/2015Notes from the deskThe inflation chain still missing linksPaul A. MatlackFixed Income
02/19/2015InsightIn Europe, sentiment improving but more work lies aheadMargaret MacCarthy BaconGlobal Value Equity
02/11/2015Notes from the deskTreasury yields hit one-month high, but could still be constrainedPaul A. MatlackFixed Income
02/06/2015InsightOn Russia, sanctions, and survivalDr. Lawrence G. Franko, Juliet J. XuGlobal Value Equity, Global Value Equity
02/06/2015Notes from the deskAmid uptick in jobs data, a reason to pausePaul GrilloFixed Income
01/26/2015Notes from the deskIn Greece, a controversial election does not preclude compromiseWen-Dar ChenFixed Income
01/23/2015InsightValuations could hamper long-term performanceTy Nutt Large-Cap Value Equity
01/23/2015Notes from the deskThe European Central Bank’s QE decision should help. Additional reforms are needed.Margaret MacCarthy BaconGlobal Value Equity
01/16/2015Notes from the deskSwiss currency cap is removed, pointing toward continued volatilityWen-Dar ChenFixed Income
01/13/2015Notes from the deskShifting supply/demand dynamics could continue to impact energy pricesWen-Dar ChenFixed Income
01/07/2015InsightA new turn in the U.S. manufacturing sectorScott P. HastingsREIT and Income Solutions
12/29/2014InsightGrillo’s corner: The four horsemenPaul GrilloFixed Income
12/23/2014InsightCan the banking sector help Europe turn around? Wen-Dar ChenFixed Income
12/12/2014InsightOur approach to an environment of constrained market liquidityIon DanFixed Income
12/04/2014InsightChina cuts interest rates, more stimulus measures ahead?Steven A. LandisFixed Income
12/04/2014InsightWhat to expect when you’re expecting a strong dollarSean M. SimmonsFixed Income
11/21/2014InsightA selective approach to value investingTodd A. Bassion, Ned A. GrayGlobal Value Equity, Global Value Equity
11/12/2014Notes from the deskEurope’s economic malaise grows more entrenched Steven A. LandisFixed Income
11/06/2014InsightUncovering value in today’s muni bond marketGreg GizziFixed Income
10/31/2014Notes from the deskQE comes to an end Roger A. EarlyFixed Income
10/30/2014InsightDespite macro pressures in Europe, ample opportunity remainsNed A. GrayGlobal Value Equity
10/29/2014Notes from the deskWith inflation in the Fed's spotlight, wages could be a factor in timing of rate increasePaul A. MatlackFixed Income
10/17/2014InsightCapital spending: In search of momentumKelley A. McKee, Christopher S. BeckSmall Mid-Cap Value Equity, Small Mid-Cap Value Equity
10/17/2014Notes from the deskDespite recent equity volatility, reasons to hold steadyStuart GeorgeCore Equity
10/16/2014Notes from the deskOn recent volatility within the high yield market Paul A. MatlackFixed Income
10/14/2014InsightCountry watch: MexicoSteven A. LandisFixed Income
10/01/2014Notes from the deskEquity watchChris GowllandCore Equity
09/30/2014InsightWhat’s next in the Fed’s path to normalization?Ion DanFixed Income
09/17/2014Notes from the deskScotland, secession, and setbacksWen-Dar ChenFixed Income
09/12/2014InsightA tale of two...worlds: The great divide in today’s global real estate marketBob ZenouziREIT and Income Solutions
09/05/2014InsightMoney market funds in the 21st century Ion DanFixed Income
08/25/2014Notes from the deskRussian holdings in light of possible index changesSteven A. LandisFixed Income
08/15/2014Notes from the deskHigh yield bond market appears more attractive following selloffPaul A. MatlackFixed Income
08/08/2014Notes from the deskEmerging markets watch: Argentinean debt and Russian sanctionsSteven A. Landis, Wen-Dar ChenFixed Income, Fixed Income
08/07/2014InsightMonetary policy in the 21st century — the Fed's path toward normalization Ion DanFixed Income
07/10/2014Notes from the deskCountry watch: JapanWen-Dar ChenFixed Income
05/30/2014InsightMunicipal bonds may be more attractive given today’s tax codeGreg GizziFixed Income
05/12/2014InsightMunicipal bond market update: A pleasant surprise for municipal investors in 2014?Greg GizziFixed Income
05/09/2014InsightAre airline stocks finally investable?Michael FriedmanGlobal Value Equity
03/28/2014VideoMergers and acquisitions: More volume on the horizon?Francis X. Morris, Michael S. MorrisCore Equity, Core Equity
03/12/2014InsightOn adversity and opportunity in Russia and UkraineDr. Lawrence G. FrankoGlobal Value Equity
03/07/2014VideoHarnessing potential in the energy sectorChristopher S. BeckSmall Mid-Cap Value Equity
02/21/2014InsightDoes the U.S. Federal Reserve have us on a collision course?Paul GrilloFixed Income
02/21/2014VideoValuation and correlationFrancis X. MorrisCore Equity
02/21/2014VideoMarket expectations and positioningTy Nutt Large-Cap Value Equity
11/15/2013InsightMixed progress for “Abenomics”Todd A. BassionGlobal Value Equity
10/10/2013InsightOur reaction to the government shutdownJ. David Hillmeyer, Margaret MacCarthy Bacon, Global Value Equity
09/30/2013InsightBig pharma: Moving beyond the patent cliffTodd A. BassionGlobal Value Equity
09/19/2013InsightThe waiting game continues: Our thoughts on the Fed’s ongoing QE programRoger A. EarlyFixed Income
08/23/2013InsightKnow your REITs — Private versus public REITsScott P. HastingsREIT and Income Solutions
07/25/2013CommentaryPower in researchMichael BuckleyFixed Income
07/15/2013CommentaryTrends and opportunities in global infrastructureBrad Frishberg
06/30/2013CommentaryMunicipal fixed income markets: Second quarter reviewJoe Baxter , Steve Czepiel Fixed Income, Fixed Income
06/25/2013CommentaryStop. Look both ways. The global dash for yield may be leading some investors into oncoming traffic.Bob ZenouziREIT and Income Solutions
06/13/2013CommentaryFixed income markets: Improving, but risks remainPaul A. MatlackFixed Income
05/14/2013CommentaryAn evolving monetary policyRoger A. EarlyFixed Income
05/02/2013InsightJoining the REIT club: What will it take to succeed?Scott P. HastingsREIT and Income Solutions
04/09/2013CommentaryA positive outlook for merger and acquisitions activityChristopher S. BeckSmall Mid-Cap Value Equity
03/31/2013CommentaryMunicipal fixed income markets: First quarter reviewJoe Baxter , Steve Czepiel Fixed Income, Fixed Income
03/27/2013CommentaryGrillo's Corner: The Great Central Bank Roller Coaster, Part IIIPaul GrilloFixed Income
03/14/2013CommentaryStock market valuations may be fully priced, but opportunity for value remainsTy Nutt Large-Cap Value Equity
02/15/2013CommentaryPolitical change brings new optimism in JapanNed A. GrayGlobal Value Equity
02/01/2013CommentaryPotential portfolio impacts of a rising rate or inflationary environment — international equityNed A. Gray, Daniel Ko, Bob Zenouzi, Brad FrishbergGlobal Value Equity, Emerging Markets, REIT and Income Solutions,
02/01/2013CommentaryPotential portfolio impacts of a rising rate or inflationary environment — domestic equityTy Nutt , Christopher S. Beck, Francis X. MorrisLarge-Cap Value Equity, Small Mid-Cap Value Equity, Core Equity
12/31/2012CommentaryMunicipal markets in review: Risk sentiment versus technical conditionsJoe Baxter , Steve Czepiel Fixed Income, Fixed Income
12/13/2012CommentaryOur perspective on municipal bonds and the fiscal cliffJoe Baxter Fixed Income
11/21/2012CommentaryEurope and the global equity marketsNed A. GrayGlobal Value Equity
11/02/2012CommentaryHurricane Sandy: Looking ahead toward recoveryChristopher S. Beck, Paul A. Matlack, Ty Nutt , Bob ZenouziSmall Mid-Cap Value Equity, Fixed Income, Large-Cap Value Equity, REIT and Income Solutions
11/01/2012CommentaryAs China's economy cools, a focus on the longer termJeffrey S. WangEmerging Markets
10/09/2012CommentaryFinding income todayBob ZenouziREIT and Income Solutions
09/01/2012CommentaryGrillo's corner: The Great Central Bank Roller Coaster, Part IIPaul GrilloFixed Income
08/31/2012CommentaryInvestment opportunities in international auto marketsMichael FriedmanGlobal Value Equity
07/02/2012CommentaryGreek elections and the euro zoneNed A. GrayGlobal Value Equity
06/22/2012CommentaryWhat do current valuations say about small-cap stocks?
06/01/2012CommentaryMidyear fixed income outlook: Pressure points, catalysts, and credit cyclesPaul A. MatlackFixed Income
05/24/2012CommentaryPolitical turnover in Europe: Still searching for a solution to the debt crisisWen-Dar ChenFixed Income
05/24/2012CommentaryConvertible bonds: unique tools for income-generating investors
05/07/2012CommentaryBrazil cuts interest rates: A sign of trouble ahead?
04/27/2012CommentaryGrillo's Corner: The Great Central Bank Roller Coaster Paul GrilloFixed Income
02/16/2012CommentarySeeking growth in all market environmentsJeffrey S. Van Harte
01/25/2012CommentaryEuropean debt: Downgrades point toward persistent riskWen-Dar Chen, Ned A. GrayFixed Income, Global Value Equity
12/06/2011CommentaryGrillo's Corner with Graham McDevitt: Update on EuropePaul Grillo, Graham McDevittFixed Income,
08/09/2011CommentaryComments on recent market volatility
08/09/2011CommentaryA word about current market volatility
08/02/2011CommentaryPerspectives on U.S. debt
05/18/2011CommentaryCommodities: Bursting bubble or slow leak?Ned A. Gray, Paul A. MatlackGlobal Value Equity, Fixed Income
05/18/2011CommentaryReal estate and inflationNed A. Gray, Paul A. MatlackGlobal Value Equity, Fixed Income