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Quarterly Commentaries

A Positive Finish to 2012, But Risks to Growth Persist – Q4 2012

The Portfolio is Positioned for Areas of Strength Even as the Economic Cycle Matures.
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Uncertainty Will Diminish, But Risks Will Remain – Q3 2012

The Portfolio is Positioned for Earnings Growth Even as Economic Strength has Narrowed.
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A Softer Economy – Q2 2012

Growth slowed in Q2, but recent data indicates stabilization and some improvement.
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By Definition, No QE3 – Q1 2012

The Fed’s Decision on Additional Quantitative Easing will Determine the Areas of Market Strength.
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The information contained within each report was current at the time the report was created and may change over time.