Every quarter, we summarize the main economic events and trends of the previous quarter as well as our expectations about the future, and send it to all of our clients in the form of an Economic Commentary.
Our chief investment officer, director of investment analytics and investment analysts research the equity and fixed income marketplace as well as the broader economy to better understand the trends affecting our clients’ portfolios.
We look at data from multiple sources including government, investment management and private economic forecasting firms as well as academia and use it to make adjustments to the discretionary portfolios we manage. Our sources include BlackRock, The Economic Cycle Research Institute, Loomis Sayles, Nuveen Asset Management, Payden & Rygel, PIMCO and the U.S. Bureau of Economic Analysis.
Third Quarter 2011 – Economic Commentary PDF