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Analysis of evolving market themes.

What happened to value stocks?

Our views on the valuation spread, why investors don't want value, and which approaches may work best in the changing equity landscape.

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Bonds rally as the Fed signals possible rate cut

The global economy has cooled in 2019 as the fallout from the ongoing trade rifts, waning business confidence, and financial market volatility have kept the lid on expansion.

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Economic Update for August 19, 2019


  • Retail sales increased 0.7% in July, the Census Bureau noted in an advance report.
  • ...

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