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Illinois Bonds: The Dangers and the Value

Fixed Income

Illinois Bonds: The Dangers and the Value

Illinois dominated municipal bond market headlines early this summer, as the state faced a potential downgrade to speculative grade by all three rating agencies amid fiscal woes. Nevertheless, our muni team saw the potential for a political solution despite the noise, and opportunistically invested in the state’s general obligation bonds (GO) in several of our municipal bond funds where they were appropriate holdings.

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4 Charts That Show This Tech Boom Is No Dot-Com Bubble

U.S. Equities

4 Charts That Show This Tech Boom Is No Dot-Com Bubble

Shares of many technology giants are at record highs, rekindling comparisons to the dot-com bubble. But this boom is different. The dominant companies have solid profits, enormous cash flows, large market share and high barriers to entry. At current price levels, there is no denying that the valuations are high, but nowhere near the unsustainable levels of the dot-com period.

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