By Kaitlyn Mitchell Coming Soon: Proxy Season 2024 In March, As You Sow published their highly anticipated 2024 Proxy Preview, offering an extensive overview of what lies ahead in the upcoming proxy season. This comprehensive report delves into the latest trends and developments in shareholder activism and corporate governance, providing invaluable insights for investors, advocates, […]
By Richard Frankel Overview: View the Full Economic Commentary by Clicking Here.
The Pause That Refreshes By Tom Richmond, Co-Head of Taxable SMA Strategies, Senior Portfolio Manager The first quarter of 2024 was relatively quiet and relatively good from a domestic, macroeconomic standpoint. Economic activity as measured by real GDP growth was estimated to be a shade over +2%; while not as strong as the pace seen […]
View the 2023 Advocacy and Impact Annual Engagement Review PDF Here
By Richard Frankel Overview: This is a snapshot view the full Economic Commentary below. View the Full Economic Commentary Here
Thank you, Santa! By: Tom Richmond, Co-Head of Taxable SMA Strategies, Senior Portfolio Manager In honor of the recently completed holiday season, I hope you can indulge me for a moment for a story of good tidings, seasonal cheer, and apparently, redemption. Picture if you can a white-bearded, red-suited, jovial Chairman of the Federal Open […]
View the Full PDF Here How soft is your landing? By: Thomas Richmond, Co-Head of Taxable SMA Strategies, Senior Portfolio Manager If you ask a stranger how the U.S. economy is doing, you will undoubtedly get responses that fun the gamut from “great” to “lousy”, depending on the circumstances of the individual. We can, however, […]
View the Full PDF Here
View the Full PDF Here By Richard Frankel Overview: This is a snapshot view the full Economic Commentary below. View the Full PDF Here
View the Full PDF Here For the Fed and the Economy, So Far, So Good By: Thomas Richmond, Co-Head of Taxable SMA Strategies, Senior Portfolio Manager In the quarter just ended, with few market-moving headlines or geopolitical dustups to muddy the market waters, bond investors were left to contemplate macroeconomic data and central bank monetary […]
