Signs the U.S. Economy Still has Room to Run?

Fox Business—Co-CIO Hank Smith appeared on FBN:AM discussing the state of the U.S. economy and markets and the outlook for Federal Reserve policy. “I think you’re going to see confidence pick back up and, most importantly, you’re going to see business investment resume, and that will be another propellant for the economy,” Smith commented. Click Read More →

2019-02-04T16:29:17-05:00February 4th, 2019|

How Bond Investors Can Cope with a Bear Threat

U.S. News & World Report—John Donaldson, Vice President and Director of Fixed Income, commented in a U.S. News & World Report article addressing the interest rate risk bonds face in a volatile market. "Interest rates, particularly for U.S. Treasury yields have fallen in recent weeks," said Donaldson. "While the Federal Reserve is not likely to Read More →

2019-01-30T15:19:10-05:00January 30th, 2019|

Stocks Climb on Strength in Utilities, Real Estate: Markets Wrap

Bloomberg—“The stronger retailers keep winning, the weaker retailers not so much,” Hank Smith, co-chief investment officer, commented in Bloomberg Markets Wrap article. “I do not think it is a reflection on the consumer. The consumer is strong right now. We’ve had the best wage growth in this cycle, unemployment trends continue to be positive, just Read More →

2019-01-10T22:17:24-05:00January 9th, 2019|

For Midterms and the Markets, History is Bunk

Bloomberg—Hank Smith, Co-Chief Investment Officer, weighed in on the impact of midterm elections on financial markets. “Following the last 18 midterm elections, the S&P 500 delivered a positive return 12 months of 18 times,” he wrote. “With a correction occurring heading into Tuesday, we are on track to go 19 for 19.” Click to read Read More →

2018-11-08T16:12:12-05:00November 5th, 2018|

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