ClearBridge strategist Jeff Schulze discusses why the U.S. economy has not slipped into recession and the stock market continues to rally.
Podcast
THE HIGHEST YIELDS IN NEARLY 20 YEARS MAKE A COMPELLING CASE FOR MUNICIPAL BONDS
Two leading municipal bond managers, Duane McAllister and Lyle Fitterer, who oversee Baird’s award-winning suite of municipal bond funds, present a compelling case for muni bonds.
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Warren Buffett’s Evolution Into a Great Manager
Part 1 of 2Warren Buffett, the Chairman of Berkshire Hathaway is considered to be one of the greatest investors of all time. He has become an American icon dispensing investment wisdom and commentary over the years through his annual shareholder letters and meetings where he and his long-time business partner Charlie Munger answer questions for […]
Investment Risks Warranting Protective Strategies
Part 2 of 2What does history have to teach us about the current geopolitical, economic, and investment environment? A great deal according to renowned historian Niall Ferguson. His thesis is that applying the lessons of history to contemporary events can result in better investment outcomes.One of the biggest, most consequential debates among economists, investors and […]
Inflation Trajectory: Understand the History
If there is one adjective we have heard repeatedly in the last year and a half it is “unprecedented”. It has been applied to describe the amount of monetary and fiscal stimulus that’s been poured into the economy. It has been used in relation to the pandemic lockdowns and reopenings, and the record-breaking runs in […]
