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Posted in Broker-Dealer Funds

Why The Best Performing Funds May Not Be Distributed Through Your Brokerage House

July 9, 2019 – In a recent report, Barron’s highlighted the “pay-to-play” arrangement involving large brokerage houses like Morgan Stanley,…

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Posted in Investing Investor Outlook Sell-Side Research Technicals

Bank of America Data Shows Increasing Dominance of SMAs

July 1, 2019 – In a report issued on June 28, 2019, Bank of America Merrill Lynch (“BAML”) said, based…

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Posted in Credit Ratings Investing Issuers Markets Sell-Side Research States

[BAML] Munis Now Cheap to Treasuries. “The Longer the Better”.

In their June 14, 2019 Municipal Weekly report, BAML’s Municipal Research team led by Phillip Fisher offered the following takeaways:…

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Posted in Investing Sell-Side Research

BAML: SURGE IN PERSONAL INCOME TAXES NOT SUSTAINABLE

May 31, 2019 – Bank of America’s Phillip Fischer was of the view that the recent surge in income tax…