Economic Overview – Q4 2023
By Richard Frankel Overview: This is a snapshot view the full Economic Commentary below. View the Full Economic Commentary Here
Wasmer Schroeder Quarterly Bond Market Overview 4Q
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 […]
Wasmer Schroeder Quarterly Bond Market Overview 3Q
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, […]
Advocacy & Impact – Q3 2023
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Economic Overview – Q2 2023
View the Full PDF Here By Richard Frankel Overview: This is a snapshot view the full Economic Commentary below. View the Full PDF Here
Wasmer Schroeder Quarterly Bond Market Overview 2Q
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 […]
Advocacy & Impact – Q1 2023
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Economic Overview – Q1 2023
View the Full PDF Here By Richard Frankel Figure 1. Economic Growth and the Composition of GDP This is a snapshot view the full Economic Commentary below. View the Full PDF Here
Wasmer Schroeder Quarterly Bond Market Overview 1Q
View the Full PDF Here Never a Dull Moment By: Thomas N. Richmond Jr., Co-Head of Taxable SMA Strategies, Senior Portfolio Manager The first quarter of 2023 was certainly an interesting and action-packed time in the bond markets. With COVID more or less relegated to the back pages and no new, attention-grabbing political or geopolitical […]
Majority Vote Leads to Enhanced Lobbying Disclosure at Travelers Insurance
After a majority of shareholders voted in favor of First Affirmative’s lobbying disclosure proposal at the 2022 annual shareholder meeting, Travelers responded to our 2023 proposal by agreeing to disclose lobbying expenditures for all trade associations where company dues exceeds $25,000 annually. This disclosure commitment is the end of a seven-year ongoing engagement with Travelers. […]
