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federal reserve

Fed Resumes Rate Normalization as Powell Prepares to Take Helm

Fed Raises Rates, Boosts Growth Outlook as Powell Prepares to Take Helm

In a widely anticipated move, the Federal Reserve (Fed) raised short-term interest rates 25 basis points at the December 12-13 meeting of the Federal Open Market Committee (FOMC). The hike pushed the federal funds...
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Alternative Investments: A Shift From Stocks to Hedging Strategies

Alternative investments can be an important strategic addition to traditional portfolios. They’re designed for weathering a volatile market, generating attractive returns and providing all-important diversification. But that also means they’re not designed to outpace...
Fed Keeps Rates Steady, Announces October Start to Balance Sheet Reduction

Fed Keeps Rates Steady, Announces October Start to Balance Sheet Reduction

As we expected, the Federal Reserve (Fed) left short-term interest rates unchanged at the September 19-20 meeting of the Federal Open Market Committee (FOMC). Despite a relatively upbeat assessment of economic activity and labor...
Feds Likely to Reduce Balance Sheet, Mindful of Markets

Fed Likely to Reduce Balance Sheet, Mindful of Markets

Investors are bracing for the next leg of the Federal Reserve’s (the Fed’s) “normalization” strategy—the unwinding of quantitative easing (QE). Just as the bond-buying program itself was unprecedented, its unwinding also will be groundbreaking,...
An Eye on Opportunity in an Era of Uncertainty

An Eye on Opportunity Amid Evolving Themes

Podcast Heading into the second half of 2017, we see important themes driving the markets. Valuations are a concern as key equity indexes trade at or near all-time highs, the Federal Reserve (Fed) is charting...
Fed Raises Rates, Set Sights on Balance Sheet

Fed Raises Rates, Sets Sights on Balance Sheet

As expected, the Federal Reserve (the Fed) resumed its interest rate-normalization strategy, lifting the federal funds rate target 25 basis points at its latest monetary policy meeting. This move marks the central bank’s fourth...
Positioning Your Investments for Rising Rates

Positioning Your Investments for Rising Rates

What to Know The Federal Reserve (Fed) has raised short-term interest rates three times since this rate hike cycle began in December 2015. With the long-awaited normalization of rates upon us, bond investors are grappling...
Are U.S. Stock Values Sustainable?

Are U.S. Stock Values Sustainable?

Stocks in certain sectors have rallied hard on the presumption that they’ll be beneficiaries of lower taxes and less regulation under the new administration. As a result, valuations in many segments of the U.S....
Finding Direction in an Uncertain Political Environment

Finding Direction in an Uncertain Policy Climate

Discussing investment themes is impossible without getting into U.S. politics: President Donald Trump’s election victory, the Republican majority in Congress, and what these developments could mean for the economy and markets. Many investors have...
Fed Holds Rates Steady, Sets Stage for Future Moves

Fed Holds Rates Steady, Sets Stage for Future Moves

As expected, the Federal Reserve (Fed) left its interest rate target unchanged at its latest monetary policy meeting. This is consistent with the gradual pace and shallow path of interest rate normalization we’re expecting...