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Portfolio Compass | November 14, 2018

COMPASS CHANGES Upgraded our view of mortgage-backed securities (MBS) from neutral to neutral/positive. Downgraded our view of bank loans to neutral from neutral/positive. INVESTMENT TAKEAWAYS We expect additional gains for the S&P 500 Index over the balance of...

Market Insight Monthly | October 2018

Economy: Solid Economic Growth, Manageable Inflation Economic Data Overall, October’s economic reports reflected solid U.S. economic growth and manageable inflationary pressures. The Conference Board’s Leading Economic Index (LEI), an aggregate of 10 leading...