Capital Markets Outlook

The Aftereffects of Tax Cuts on Munis

The Aftereffects of Tax Cuts on Munis

by Matthew D. Palazzolo
The municipal bond market was a bit schizophrenic as the debate over the tax bill reached the final stages late last year. While several proposals could have considerably changed the market, the most negative, fortunately, were not enacted. But those that were could alter the muni market. How will they impact muni returns in the years ahead?

Capital Markets Outlook, Fixed Income, Wealth Planning


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2018 Surprises We Wouldn’t Be Surprised By

2018 Surprises We Wouldn’t Be Surprised By

by Matthew D. Palazzolo
2017 marked a healthy year for equity markets while fixed income showed resiliency in the face of Fed tightening. This year, Wall Street forecasts a similar environment, with more modest market returns. In general, we agree with this sanguine forecast, but we are also conscious that unexpected events often surprise the markets. Below we discuss five surprises that are not in consensus thinking, nor are they necessarily our base case assumptions. But if they do occur, will the market be surprised and how will investors react?

Capital Markets Outlook, Equities, Wealth Planning


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Peak After Peak: Do Stock Market Highs Really Matter?

Peak After Peak: Do Stock Market Highs Really Matter?

by Matthew D. Palazzolo, Ding Liu
These days it seems the market hits a new high almost daily. Reaching heights never seen before, stocks show no signs of slowing down. This has raised a certain level of optimism, but also an equal amount of anxiety. Concerned about staying invested or entering the market at the top, investors have one critical question: Do market highs really matter?

Capital Markets Outlook, Equities, Wealth Planning


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