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treasuries

Reflections on Reflation - Why This Time Feels Different for TIPS

Reflections on Reflation – Why This Time Feels Different for TIPS

Q2 2017 CIO Insights - Fixed Income Global financial markets experienced several shocks last year, not the least of which was the election of President Trump and the resulting reflation expectation-fueled risk market rallies. We...
Marching Toward a Fed Rate Hike

Marching Toward a Fed Rate Hike

It’s understandable if investors are feeling overwhelmed by recent political, economic, and financial market events. President Trump’s election set off a frenzy of political and policy activity in the U.S., causing rapid adjustments (and...
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...