Resources/
COMMENTARIES - Market & Economic

Quarterly Economic Reviews

 

Fourth Quarter 2011 Market/Economic Review
Third Quarter 2011 Market/Economic Review
Second Quarter 2011 Market/Economic Review

  Webinar Presentation

 

Municipal Bond Market (11.17.11)

  Weekly Economic & Market Recap

 

Week of January 27, 2012

  Commentaries & Papers

 

Municipal Commentary 4Q11
Fixed Income Market Commentary 4Q11
McCreadie 2011 Year End Letter
Viewing market conditions - November 2011 (11.15.11)
The Benefits of Dividend Investing (10.10.11)
Looking at Recent Market Movements (9.30.11)
Observations from Recent Trip to Mongolia, China (8.31.11)
2008 Versus Today (8.26.11)
Current Condition of the Equity Markets (8.18.11)
FOMC Action from a Fixed Income Perspective (8.16.11)
Our Equity Managers' Views on the Equity Market Sell Off (8.10.11)
U.S. Sovereign Downgrade and the Impact on Municipal Credit (8.9.11)
Views from a Quantitative Investor (7.7.11)
"Slowing Growth" and Other Observations from International Equity Team's Trip to Europe, Russia (6.15.11)
Barclays' MBS Prepayment Model Change Affects Duration Stats (5.26.11)
Small Cap Finances: Differentiating from Large Cap (2.14.11)
Advantage Equity Earnings Season Update (2.2.11)
Fundamental Value Team: Profit Margins Topical Paper (1.31.11)

  Videos

 

 

"The Economic Landscape Heading into Q4" -- Kevin McCreadie
Kevin McCreadie
"Accounting for Company-Specific Risk in Portfolio Management" -- Michael Santelli
Michael Santelli
"Economic Commentary Question and Answer" -- Kevin McCreadie

"A Look at China and the Emerging Markets of Asia" -- Martin Schulz

"Recent Small Cap Performance and a Near-Term Outlook" -- Gordon Johnson