While we agree that most energy sectors look fair or even rich vis-à-vis current crude oil prices, we see an attractive investment opportunity in midstream master limited partnerships (MLPs) in North America.
With the obligatory “data dependency” caveat, this is a Fed that expects to hike later this year, which would mean at the December meeting.
The policy changes the bank made were not exactly what the market was expecting.
While inflation may be harder to find given the globalization of goods over the past 20 years, along with recent dollar and commodity shocks, it’s there if you know where to look.
The prevalence of Libor floors, along with large holdings in collateralized loan obligations, make the impact of rising Libor more nuanced for investors in today’s bank loan market.
Group CIO Daniel Ivascyn discusses how short-term spikes in volatility are creating risks and opportunities for investors.
The summer sedation in markets caused by dovish central bank talk and action after the Brexit vote lies behind us.
What should investors pay attention to between now and 8 November?
An investment in money market funds since the beginning of 2009 would have decreased purchasing power by more than 14% on a cumulative basis.
Reports of what could be the biggest U.S. corn crop ever have put pressure on prices in recent weeks.