Warren Pierson highlights credit quality, strategic portfolio positioning amid shifting Fed policy and muni bonds.
Conversation explores global growth opportunities and the team’s unique investment philosophy.
Duane McAllister and Lyle Fitterer share insights on muni market dynamics and opportunities for investors.
Inclusion on list year over year higlights commitment to fixed income fund management excellence.
Muni bond market leader gives update on taxable and muni bond market.
Milwaukee Business Journal's 2025 list includes Senior Portfolio Manager.
Highly regarded portfolio manager recognized for exemplary service to community.
Find out where the team is finding opportunities and how they are navigating the market.
Municipal Curve Steepens as Yields Fall, Record Level of New Supply Continues
Curve Steepens as Short Treasury Yields Decline Sharply on Expectations of a September Rate Cut
As U.S. valuations normalize, international equities could emerge as the next market leaders.
Equities proved resilient during the second quarter despite numerous uncertainties.
Municipal Curve Further Steepens as Record Pace of Supply Continues
Treasury Yields Rise on Solid Economic Data and Additional Fiscal Stimulus
Despite a strong start to the year on a relative basis, our holdings did not keep pace with the strong market rally that started mid-April and continued through the end of the quarter.
The annual Russell Index reconstitution took place at the end of June. Several important shifts took place, including removal of a few sizable companies from the portfolio’s benchmark.
