Market Commentary

Investor Education

Date DocumentAuthorAudienceSubscribe
2/22/2018 Why Global Dividend Growth? -- A research report that highlights the attractiveness and merits of global dividends and why they might serve a place in a properly diversified portfolio. Investor
2/20/2018 Finding International Dividend Growers Takes More than Simple Rules -- SANTA BARBARA ASSET MANAGEMENT offers a differentiated approach to dividend growth investing. We believe the pursuit of high-quality dividend growers should be an active approach not constrained by rules-based investing. As such, we do not impose limits on the length of dividend history or market-relative yield levels. Investor
2/15/2018 Which states are gaining or losing taxable income? -- Will the new tax code motivate some residents to relocate to states with lower perceived tax burdens? Cadmus Hicks Investor
2/15/2018 Striking the balance: Portfolio customization and investment opportunity -- Consider these SMA customization requests, along with alternate methods of addressing investment objectives while preserving attractive investment opportunities. Shawn O'Leary Investor
2/6/2018 Two Is Greater Than One -- A research piece that reviews the benefits of a diversified portfolio that includes both municipals and equities. Investor
2/5/2018 Capturing Dividend Growth Takes More than Simple Rules -- SANTA BARBARA ASSET MANAGEMENT offers a differentiated approach to dividend growth investing. We believe the pursuit of high-quality dividend growers should be an active approach not constrained by rules-based investing. As such, we do not impose limits on the length of dividend history or market-relative yield levels. Investor
1/31/2018 Dividend Growth Investing: Addressing Both Sides of the Retirement Equation -- A whitepaper addressing the benefits of both growth and income in a retirement portfolio. Investor
1/30/2018 Yield-at-Cost: Seeing the Whole Picture -- A look at how a yield-at-cost perspective is a more helpful framework for determining portfolio success than simply looking at current yield. Investor
1/25/2018 Why Dividends? -- A research report illustrating Why Dividends, Why Now from Santa Barbara Asset Management Investor
12/15/2017 Premium Bonds -- This piece explains the potential benefits of purchasing premium bonds in a rising interest rate envioronment. Investor
12/12/2017 Positioning bond portfolios for rising interest rates -- Strategies that offer diversified, actively managed exposure to a range of fixed-income securities may be best positioned to withstand the potential impact of rising rates. Investor
12/5/2017 Preferred Securities in Institutional Portfolios -- Institutional investors often overlook this hybrid asset class, but we find it attractive from fundamental, technical and valuation perspectives. Doug Baker, Brenda Langenfeld Investor
12/5/2017 Fixed Income Perspective: Preferred Securities -- A primer on Preferred Securities. Doug Baker, Tony Rodriguez Investor
11/28/2017 Why It’s Not Your Grandma’s Bond Market Anymore -- We believe a bond portfolio that includes non-index sectors has the potential to offer the best risk/return profile. Paul Blomgren Investor
10/27/2017 The Many Flavors of Yield -- How does a fund’s SEC yield differ from the dividend yield? Cadmus Hicks Investor
10/20/2017 Why Institutionally Managed Municipal Bond Portfolios? -- Market changes call for sophisticated municipal advice and market access. Mike Davern, Purva Patel Investor
9/21/2017 Considering REITs for the Long Term -- How do REITs perform when interest rates rise? The answer is more nuanced than people expect. James Clark Investor
9/20/2017 Municipal Market: How Rates Rise Matters -- In prior rising rate environments, various parts of the municipal yield curve reacted differently based on economic conditions and the pace and scale of Fed activity. Chris Barron Investor
9/5/2017 Fixed-income strategies for low and rising rates -- Diversifying fixed-income portfolios with "plus" strategies--including high yield and emerging markets debt-- can help investors address the twin challenges of low yields and rising rates. Analysis shows the potential to improve risk-adjusted returns in periods when rates are rising. Brian Nick Investor
8/30/2017 Beyond Duration: Comparing Taxable Bond Funds -- Understanding what’s in a bond fund is important to building effective portfolios. Paul Blomgren Investor
8/30/2017 State of the States: New York -- New York State has a wide array of tools at its disposal to adapt and to maintain financial stability. Glen Anderson Investor
8/24/2017 Municipal Bonds: Understanding the Fundamentals -- Understanding the basic differences between GO and revenue bonds can help one build an appropriate municipal bond strategy. Investor
8/24/2017 Municipal Bankruptcy: A Primer on Chapter 9 -- Understand the key components of Chapter 9, state actions to deter future filings and circumstances of recent municipal bankruptcy filings. Beth Dougherty, Kristen DeJong Investor
8/7/2017 Waiting to Extend: A Forward-Looking Approach to Fixed Income Investing -- This report provides investors and their advisors with a tool for quantifying the consequences of delaying one’s purchase of long-term bonds and for setting a target that interest rates must reach to justify such a delay. Cadmus Hicks Investor
8/7/2017 Fixed Income Perspective: Treasury Inflation Protected Securities -- TIPS’ complexities require examination, but they may benefit a long-term diversified portfolio. Tony Rodriguez Investor
8/2/2017 Understanding Tender Option Bonds -- A guide to how tender option bonds work, considerations, and how they contribute to leverage Investor
7/17/2017 Is High Yield High Risk? A Primer on Municipal High Yield -- Many misunderstand high yield muni issuers, thinking they must be in financial distress. Mike Davern Investor
7/7/2017 TIAA Responsible Investing: Delivering Competitive Performance -- Does pursuing social goals - limiting the range of potential investment opportunities - require sacrificing performance? Investor
6/27/2017 The Case for Investing in U.S. Municipal Bonds -- Why is non-U.S. and domestic investor interest in muni bonds growing? Investor
6/14/2017 Global Infrastructure: Listed Securities Offer Opportunities -- Private funding has transformed infrastructure from something that consumes tax dollars to a potential investment opportunity. Investor
6/5/2017 The Markup Rule for Municipal Bonds -- An MSRB rule now requires dealers to post markup information on the confirmations of non-institutional customers. Cadmus Hicks Investor
5/31/2017 Understanding Duration -- Explains the concept of duration. Investor
5/9/2017 Understanding Land-Secured Municipal Bonds -- Development has resumed in some land-secured projects that were stalled during the real estate downturn. Philip Traven, Tom Berry, Ryan Rosberg, Ellen Rossi Investor
4/28/2017 Get Real With Income-Producing Real Assets -- Real assets may serve as a non-traditional source of income. Matthew Weyandt Investor
4/19/2017 Can Active Management of Fixed Income Portfolios Add Value? -- Can active management of fixed income portfolios produce higher total returns than simply buying and holding bonds? Cadmus Hicks Investor
4/18/2017 Target-date funds: Improving diversification with direct real estate -- Incorporating direct real estate investments in target-date funds offers the potential to enhance diversification, reduce volatility, and improve outcomes. Advisor
4/12/2017 Why Responsible Investment Is Here to Stay -- Amy O’Brien looks at the main growth drivers behind responsible investment and some key themes that she expects to emerge over the coming year Amy O'Brien Investor
4/4/2017 Bonds Add Balance -- We continue to advocate a diversified portfolio through changing rate environments. Tony Rodriguez Investor
3/27/2017 Riding the Yield Curve in Up and Down Markets -- Explains the municipal strategy of riding the yield curve when investing in intermediate bonds. Investor
3/15/2017 How Old Is Your Pension Plan? Matching Pension Investing to Plan Demographics -- By focusing on the specific segments of the liability (retirees, vested terminees, and active employees), plan sponsors can design a portfolio that invests in liability-hedging assets where they will be most effective and in return-seeking assets where their risk will have the least impact. David Wilson, Evan Inglis Investor
3/14/2017 Understanding $25 Par Value Preferred Securities -- And explanation of $25 par value preferred securities. Investor
3/10/2017 Is High Yield High Risk? What Investors Should Know (presentation) -- What investors should know when seeking yield in the municipal market Mike Davern Advisor
2/27/2017 Spendthrifts or Penny Pinchers? -- Consider these common misconceptions about state and local government finances. Shawn O'Leary Investor
2/27/2017 What Makes Active Equity Management Successful -- We may be at the cusp of a better environment for active management—if investors know what to look for. Bob Doll, Scott Tonneson Investor

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Investor Education contains informational and educational materials, economic and market commentaries, opinion pieces, and other materials relating to financial matters. Investor Education is provided for general informational purposes only. Such materials are not intended to constitute an offer, solicitation, recommendation or advice regarding any securities, funds or investment strategy. Materials are current as of the date indicated on each piece, and such materials may become outdated or otherwise superseded at any time without notice to you.


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