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4Q16 Seix Boutique Perspective Image
Seix Boutique Perspective (The Legacy of Debt and the Changing of the Guard)

A review of the fourth quarter is relatively easy, stocks and spread assets rallied while risk-free rates rose. The stock market was effervescent...

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2017 February Muni Perspective Image
Municipal Market Update: Trump’s Infrastructure Plan

After focusing on tax reform in January’s report, this month we will explore Trump’s infrastructure plan and the possible implications for tax exempt bonds.

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FOMC Jobs
Is the Jobs Market Strong Enough for 3 FOMC Rate Hikes in 2017?

Investors should be cautious to base investment decisions on the Fed’s own interest rate forecasts.

– Alan Gayle, Director of Asset Allocation, RidgeWorth Investments

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Market Perspective – January 31, 2017

A combination of solid economic data, encouraging fourth quarter earnings and continued optimism on future tax and spending policies (what I respectfully call “Trump Fairy Dust”) helped lift stock prices in January...

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RidgeWorth Insights: International Equity

The international equity markets took a step back in the final quarter of 2016, though performance varied widely by region, country and sector. The MSCI ACWI...

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RidgeWorth Insights: Growth Equity

Growth stocks posted modest gains in the fourth quarter of 2016. The Russell 1000 Growth Index advanced 1.01% for the period, underperforming both the Russell 1000 Value Index, up 6.68%, and the S&P 500 Index, up 3.82%. Small cap growth stocks fared...

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RidgeWorth Insights: Tax-Exempt Fixed Income

The fourth quarter was tumultuous for the municipal bond market in 2016. With the surprise win by Donald Trump in the presidential election, capital markets experienced...

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RidgeWorth Insights: Value Equity

Stocks surged after Donald Trump’s unexpected victory in the November presidential election, with cyclical sectors benefitting strongly from investors’ expectations...

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RidgeWorth Insights: Investment Grade Fixed Income

The fourth quarter saw the surprising win by Donald Trump in the presidential election, which wrested the market’s attention away from central bank policy...

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Municipal Market Update: Tax Reform And Munis

The Trump election is clearly a potential paradigm shift for the U.S. economy and asset markets, and until there is greater clarity surrounding budget and policy priorities in the coming weeks and months, market volatility will likely...

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RidgeWorth Insights: Leveraged Loan and High Yield

The year-long rally in the leveraged loan and high yield markets was briefly interrupted in November by Donald Trump’s surprise victory in the U.S. presidential election. But after posting negative returns in November...

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Market Perspective – December 31, 2016

Like a Shakespearian tragedy full of lament, sorrow, blood lust and uncommon darkness, the vitriolic presidential campaign mercifully ended, amidst a sharply divided body politic. After nearly constant vilification and demonization between parties...

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Cardinal the snow
Municipal Market Update: Volatility Returns & Happy Holidays

We began 2016 with the 10yr AAA MMD rate at 1.87%, on June 26th it bottomed out at 1.29%, and then peaked at 2.58% on December 1st. The election sparked the price plunge and retail investor selling of tax exempt mutual funds...

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FOMC Raises Fed Funds Rate: What’s Next?

A discussion of the Federal Open Market Committee’s December 14 meeting decision and forecast.

– Alan Gayle, Director of Asset Allocation, RidgeWorth Investments

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US Economy
Market Perspective – November 30, 2016

Investors often prefer what they know and understand, and many felt a Clinton/Democratic presidential victory would be the closest thing to “more of the same.”

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Make bonds great again
Seix Boutique Perspective (Can Trump Make Bonds Great Again?)

Mind-numbing may be a bit dramatic, but the third quarter proved to be less chaotic in the capital markets, lacking the volatility and angst that marked the first quarter and the latter part of the second quarter.

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The Emergence of a Global Middle Class

Secular demographic trends shaping wealth around the globe indicate a very compelling long-term investment opportunity.

-Paul Black, Co-CEO, WCM Investment Management, Portfolio Manager, RidgeWorth International Equity Fund

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A Compelling Case for Leveraged Loans

There are several factors at work that make leveraged loans an attractive option for investors.

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European Banks – A Challenging Road Ahead

Despite being nearly a decade removed from the global financial crisis, there are still a considerable number of challenges facing European banks. Over the last several years, there have been...

– John M. Dyer, CFA, Senior High Grade Analyst, Seix Investment Advisors LLC

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Active versus Passive Management in High Yield

The benefit of active versus passive management has been a longstanding question in asset management. The debate has gained momentum in recent years...

– Ellen Welsh, CFA, Managing Director and Senior Investment Manager, Seix Investments Advisors

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November 2016 Muni Market Perspectives Image
Municipal Market Update: The Election And Munis

The Republican Party was a clear winner on November 8th by taking the White House, maintaining control of Congress, and now leading the governorship of 33 states (the most in 94 years). Exhibit 1 below shows the significant decline in Democrats…

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Post-Election Commentary

RidgeWorth’s views on an unlikely outcome and its potential impact

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Year end capital gains offer a timely opportunity to connect with clients

Take advantage of RidgeWorth Funds’ recently released 2016 capital gains estimates as of September 30, 2016 to assist you in answering investor questions and year end portfolio reassessment discussions.

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RidgeWorth Insights: Growth Equity

Growth stocks posted strong gains for the third quarter of 2016. The Russell 1000 Growth Index was up 4.58% for the period, outperforming...

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RidgeWorth Insights: Value Equity

U.S. and global markets bounced back after the Brexit shock late in the second quarter, and investors’ appetite for risk increased...

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RidgeWorth Insights: International Equity

International equities climbed sharply during the first half of the third quarter before leveling off during the final six weeks.

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Municipal Market Update: End Of The Bull Run For Munis?

After a strong run of 14 straight consecutive months of positive returns, tax exempt bonds generated their first negative returns (-0.50%) in September. The central bank also recently indicated that the case for tightening monetary policy has...

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RidgeWorth Insights: Leveraged Loan and High Yield

The leveraged loan and high yield markets posted strong returns in the third quarter, as central banks’ assurances of liquidity in the wake of the Brexit vote gave rise to a “risk-on” environment.

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RidgeWorth Insights: Investment Grade Fixed Income

In the third quarter, financial markets once again took their cue from central banks, but signs emerged that markets and policymakers are beginning to question...

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Insights Tax Exempt 3Q16
RidgeWorth Insights: Tax-Exempt Fixed Income

Returns in the municipal bond market were driven largely by technical factors, with two consecutive months of record supply...

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September 2016 Market Perspective
Market Perspective – September 2016

September has historically been the weakest month of the year for the S&P 500 Index, as families return from vacation, kids go back to school, businesses gear up for the end-of-year push and portfolio managers take a fresh look at holdings following the Labor Day holiday.

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Who said sewerage isn’t sexy
Infrastructure Investing: Who said sewerage isn’t sexy?

Investment in infrastructure offers long-term stable cash flows that have the potential to help investors hedge against inflation.

– Michael Underhill, Chief Investment Officer, Capital Innovations

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Municipal Market Update: Munis and the 2016 Presidential Election

We are now less than two months away from the 2016 U.S. election. Because of the dependence of municipal bonds on their tax-exempt status, potential changes in tax policy are a political risk that could have a significant impact on muni yields...

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Insights - Federal Reserve Building
September 20-21 FOMC: “It’s always something”

The FOMC decided to leave monetary policy unchanged (again) at the September 20-21 meeting. The reasoning behind the latest no-change vote was both nuanced and divisive.

– Alan Gayle, Director of Asset Allocation, RidgeWorth Investments

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NIRP / ZIRP / Near ZIRP: More than Just Collateral Damage

Conventional wisdom postulates that zero, near zero and even negative interest rates stimulate economic growth as the theory goes...

– James F. Keegan, Chairman and Chief Investment Officer, and Perry Troisi, Senior Portfolio Manager, Seix Investment Advisors

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In Search of Yield Bridge
In Search of Yield

In the quest for sustainable income sources in the low yield environment of recent years, investors should consider the benefits of high yield bonds.

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Japan, An Unsuccessful Policy Experiment

There have been several signposts recently that may mark a potential turning point regarding the repeated efforts of central banks providing endless monetary accommodation under the guise of supporting economic growth.

– James F. Keegan, Chairman and Chief Investment Officer, and Perry Troisi, Senior Portfolio Manager, Seix Investment Advisors

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Market Perspective - August 2016

August is generally viewed as a hot and muggy month featuring concerted efforts to get in that last vacation time before the rigors of school, work and politics kick in after Labor Day. Trading volume tends to be relatively light, barring any unexpected events.

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Insights - Glass half Full
FOMC: Glass half-empty? Half-full? New glass?

The Federal Open Market Committee’s July 26-27 meeting revealed an active discussion (and disagreement) around the appropriate next steps in monetary policy.

– Alan Gayle, Director of Asset Allocation, RidgeWorth Investments

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Muni Market Update Image August 2016
Municipal Market Update: Pension Crisis

U.S. public pension investment returns for fiscal year 2016, which ended on June 30th, are currently being released, and the largest funds have posted returns well below target. Negative headlines surrounding state and cities’ underfunded pension plans now appear almost daily…

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Seix Boutique Perspective (The Fog of War, Monetary Policy Edition)

This has been an unusual year thus far in many respects. From the economy, to domestic politics...

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Articles - Election Munis
Munis and the 2016 Presidential Election

With less than three months until the 2016 U.S. election, we explore potential changes in tax policy that could have a significant impact on muni yields.

– Scott Andreson, Director of Municipal Research, Seix Investment Advisors

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Insights - getting Real
Advisors are “Getting Real” with their clients

Real assets are becoming popular with investors again due to elevated equity market valuations and 30- plus year decline in fixed income yields.

– Michael Underhill, Chief Investment Officer, Capital Innovations

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Market Perspective – July 2016

There is little doubt that the economy and the financial markets have weathered some notable challenges in the current expansion and bull market.

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Insights - A little Color
A Little “Color” on the Q2 GDP Report: Turning the corner?

Is the economy falling back into recession, permanently stuck in first gear, or maybe something else?

– Alan Gayle, Director of Asset Allocation

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Total Return Bond Management - Article Cover
Total Return Bond Management: Full Market Cycle Demystified

Investors focused on the timing and magnitude of an interest rate rise may be missing the more practical opportunity to add consistent performance alpha to their investment grade bond allocations.

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RidgeWorth Insights: International Equity

International equities declined slightly during the second quarter, following a period of sharp volatility at the end of the period that was sparked by...

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RidgeWorth Insights: Value Equity Market Review

While the United Kingdom (UK) vote to leave the European Union (EU) prompted a major sell-off at the end of the second quarter...

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RidgeWorth Insights: Growth Equity Market Review

Growth stocks rose modestly for the second quarter of 2016, underperforming value stocks and the broader equity markets. The Russell 1000...

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RidgeWorth Insights: Leveraged Loan and High Yield Market Review

Despite a brief pause in the wake of the United Kingdom’s vote to leave the European Union, otherwise known as Brexit, leveraged finance posted the best returns in years.

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Our Perspective - Municipal Market Update

Municipal green bond issuance has increased significantly over the past three years since Massachusetts became the first state to offer tax exempt bonds designated as ‘green’ in 2013. While only a small part of the municipal market, at over $10.8bn in...

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RidgeWorth Insights: Investment Grade Fixed Income Market Review

The second quarter came to a close with British voters choosing to leave the EU in a closely divided referendum...

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RidgeWorth Insights: Tax-Exempt Fixed Income Market Review

The municipal bond market turned in a strong performance during the second quarter, as robust inflows once again outpaced net supply...

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Market Perspective - November 2015
Market Perspective – June 2016

U.S. stock and bond markets managed modest gains in the second quarter, despite intensified economic, political and global crosscurrents.

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Our Perspective - Municipal Market Update

There has been significant global financial market volatility following last Thursday’s vote by the United Kingdom to exit the European Union. Treasuries rallied and...

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Brexit: RidgeWorth’s Perspective

RidgeWorth’s portfolio managers share their thoughts on United Kingdom’s choice to exit the European Union.

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Market Perspective - November 2015
Market Perspective – May 2016

The S&P 500 Index finished up in May approaching the previous record high.

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1Q16 Seix Boutique Perspective (A Tale Of Two Markets - Nothing As It Seems)

A long list of superlatives just doesn’t suffice when trying to describe the performance of financial risk assets in the first quarter...

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Our Perspective - Municipal Market Update

Tax exempt fund inflows have been strong for 33 straight weeks setting a record for YTD aggregate inflows at $25.3bn...

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RidgeWorth Insights: Leveraged Loan and High Yield Market Review

After a challenging January and February, the leveraged loan and high yield markets ended the first quarter of 2016 on relatively high notes. Investors concerned about...

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RidgeWorth Insights: International Equity Market Review

International equities as a whole declined slightly during a volatile first quarter. The MSCI ACWI Ex-U.S. Index returned -0.38%, while the MSCI EAFE Index returned...

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RidgeWorth Insights: Investment Grade Fixed Income Market Review

The first quarter was a tale of two markets. Investors fled risk during the first six weeks of the year, causing Treasury securities to rally and credit to underperform. The situation partially reversed itself...

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RidgeWorth Insights: Tax-Exempt Fixed Income Market Review

Municipal bond total returns were positive during the first quarter, led by longer maturities. The Barclays Municipal Bond Index returned...

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RidgeWorth Insights: Growth Equity Market Review

Growth stocks rose modestly for the first quarter of 2016, although they underperformed value stocks and broader equity markets. The Russell 1000 Growth Index returned 0.74%, compared...

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RidgeWorth Insights: Value Equity Market Review

U.S. stocks rose modestly for the first quarter of 2016, and value stocks outperformed growth stocks. The Russell 1000 Value Index returned 1.64%, compared to ...

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Market Perspective - November 2015
Market Perspective – March 2016

Continued solid job growth, combined with firmer oil prices, a weaker dollar...

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Muni Market Perspective Image April 2016
Our Perspective – Municipal Market Update

Doing your taxes is never fun, but in ‘honor’ of the stressful tax season, enclosed is our annual update of Tax Freedom...

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Take Advantage Of Complexity In The Municipal Market

Knowing where to find the best opportunities in municipals may yield big advantages.

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From Plants to Parts

Real assets can potentially add diversification and a measure of stability to traditional portfolios.

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Muni Market Perspective Image March 2016
Our Perspective – Municipal Market Update

As the 2016 presidential candidate field narrows, we have received repeated questions regarding this year’s election...

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