Beyond Bulls & Bears

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Global Economic Perspective: July

All in all, recent data would seem to confirm the Fed’s view that first-quarter 2015 weakness was 'transitory' and that the US economy regained its footing in the second quarter, perhaps setting the stage for a more robust second half of the year.

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Eurozone Looks to Heal Its Greek Crisis Rifts

Bringing eurozone countries closer together will be the focus of the region’s leaders for the next couple of years. So, if we have another crisis in the region, hopefully this drawn-out, painful scenario isn’t repeated.

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China: Searching for a New Equilibrium

Overall, based on our detailed analysis, we believe China will remain on course … while the economy shifts toward consumption, services and higher value-added manufacturing. This could have important implications for the global economy.

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Eurozone Contagion Fears Flare as Greek Crisis Enters Crucial Phase

We should not forget the long-term focus of our investments. The overall fundamentals in Europe haven’t changed, and remain positive in our eyes.

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In the Know: Fed Policy and Fixed Income

As fixed income investors, we have to build more tools and use different types of tools when managing our portfolios, allowing ourselves to remain more liquid in some of our short-term investments in order to keep what we believe to be a prudent level of risk given the changes in liquidity in the marketplace.

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“Great Rotation?” How About “Selective Rotation?”

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Anything But Fixed

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Floating a Fixed Income Investment Idea

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Dispelling European Fears: Focus on Fundamentals

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Hasenstab: Much Ado About Fed Tapering