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bonds

Hope vs. Uncertainty: Investing Through Political and Policy Ambiguity

Hope vs. Uncertainty: Investing Through Political and Policy Ambiguity

Earlier this week, the head of our team referred to Q1 as a “mixed bag.” With both equities and fixed income up, I call it “unusual” since they typically go opposite ways. Equities rallied...
Thinking Globally in Bond Investing

Thinking Globally in Bond Investing

Being in the world of investments, it probably comes as no surprise that numbers are always top of mind. To some, they are just stand-alone figures. To me, they provide insight. They give direction....
What's Next? Munis React to Trump's Victory

What’s Next? Munis React to Trump’s Victory

Donald Trump’s surprise victory in November caused a swift adjustment in municipal bond (muni) prices, as the market factored in the president-elect’s policy proposals. The first broadly affected most U.S. bonds, while the second...
Refocus on Fundamentals and Risk

Refocus on Fundamentals and Risk

Q1 2017 CIO Insights: Asset Allocation Podcast In our opinion, changing economic, market and political conditions introduce more uncertainty into markets than in recent years. Essentially ever since the 2007-08 financial crisis, record-low interest rates have forced...
2017 Outlook: More Fed Rate Hikes, Fiscal Stimulus and Higher Inflation Expectations

More Fed Rate Hikes, Fiscal Stimulus and Higher Inflation Expectations

Q1 2017 CIO Insights: Fixed Income Podcast As our Global Macro Strategy Team looks ahead to 2017, we believe the election of Donald Trump unleashed forces that are likely to push interest rates and inflation expectations higher...
FOMC: What It is and What It Means to You

FOMC: What It is and What It Means to You

The U.S. Federal Reserve’s monetary policy has far-reaching effects—with its responsibility for setting short-term U.S. interest rates, it has the power to affect transactions and investments with any country or company doing business with...