Infrastructure Investment & Jobs Act: Patching Potholes
November 22, 2021 — Last Monday, President Biden signed into law the $1.2 trillion Infrastructure Investment and Jobs Act (IIJA), which includes $550 billion of funding for municipalities to upgrade aging infrastructure. While certainly historic, the bill will only make a dent in the nearly $2.6 trillion of unfunded infrastructure needs that remain outstanding.
Fixed Income Perspectives — Rates, Returns and Allocations
November 10, 2021 -- This presentation explores previous Fed rate hike cycles and what we've learned about interest rate moves and fixed income return prospects.
The Forecast for Fixed Income Returns – Better Than You Might Expect
November 10, 2021 -- We have reached a pivotal point in both the economic and monetary policy cycle, and uncertainty for fixed income is high. . . .
Tactical Investment Strategy, November 2021
November 1, 2021 -- In Q4 we expect the economic recovery to continue as the Delta variant’s initial impact on data fades, but for the overall growth trend to moderate. . . .