By Libby Cantrill | Sep 27, 2016 Market Reactions Give Clinton the Edge in the First Debate Initial indications in the market seem to suggest Clinton “won” the debate and confirmed her front-runner status.
By John M. Devir | Sep 26, 2016 Finding Value in Midstream Energy 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.
By Richard Clarida | Sep 21, 2016 Fed Statement: Let the Dots – and the Dissents – Do the Talking With the obligatory “data dependency” caveat, this is a Fed that expects to hike later this year, which would mean at the December meeting.
By Tomoya Masanao | Sep 21, 2016 Bank of Japan: Yield-Curve Targeting Aims for Policy Longevity The policy changes the bank made were not exactly what the market was expecting.
By Tiffany Wilding | Sep 21, 2016 The Case for Higher Inflation Expectations 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.
By Beth MacLean | Sep 20, 2016 Rising Libor: Generally Good for the Loan Market, But It’s Complicated 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.
By Daniel J. Ivascyn | Sep 20, 2016 Positioning for Market Volatility Group CIO Daniel Ivascyn discusses how short-term spikes in volatility are creating risks and opportunities for investors.
By Joachim Fels | Sep 19, 2016 Summer Is Over The summer sedation in markets caused by dovish central bank talk and action after the Brexit vote lies behind us.
By Libby Cantrill | Sep 19, 2016 From Here to Election Day: What to Watch What should investors pay attention to between now and 8 November?
By Jerome M. Schneider, Andrew T. Wittkop, Nathan Chiaverini | Sep 15, 2016 The Rising Costs of Capital Preservation An investment in money market funds since the beginning of 2009 would have decreased purchasing power by more than 14% on a cumulative basis.
By Ketish Pothalingam | Sep 08, 2016 UK Corporate Bonds: Tailwinds from the BOE While the quick gains in sterling credit may be over, we still see value – thanks to technicals as much as fundamentals.
By Andrew Bosomworth | Sep 06, 2016 ECB Preview: More Easing Expected In December The ECB is likely to wait until December to announce a further package of easing measures.
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Andrew Bosomworth Andrew T. Wittkop Beth MacLean Daniel J. Ivascyn Jerome M. Schneider Joachim Fels John M. Devir Ketish Pothalingam Libby Cantrill Nathan Chiaverini Richard Clarida Tiffany Wilding Tomoya Masanao
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