Beyond Bulls & Bears

A Strengthening Case for European Bonds

A Strengthening Case for European Bonds

Although the pace of economic improvement in the eurozone is slow, there is at least some growth. We are optimistic about the prospects for fixed income investing in the region—perhaps more than many other areas of the world.

Actively Managing for a Less-Correlated World

Actively Managing for a Less-Correlated World

I think there has recently been a movement away from just a one-decision trade, where investors are simply reacting to moments of panic or euphoria, into a place where it is more possible to make rational decisions based on fundamentals.

ECB Leaves the Door Open for Further Action

ECB Leaves the Door Open for Further Action

I like the fact that Draghi has not tried to pin the ECB’s success all on one particular strategy.

Taking a Global Bond View

Taking a Global Bond View

Hasenstab: Standing One’s Ground

Hasenstab: Standing One’s Ground

Floating a Fixed Income Investment Idea

Floating a Fixed Income Investment Idea

Dispelling European Fears: Focus on Fundamentals

Dispelling European Fears: Focus on Fundamentals

Fixed Income Fed Insight: It’s All About Employment

Fixed Income Fed Insight: It’s All About Employment

Hasenstab: Emerging Out of the Consensus Trade

Hasenstab: Emerging Out of the Consensus Trade

Riding Out Recent Volatility

Riding Out Recent Volatility

Silver Lining: Fed’s “Tapering” Signals Stronger Economy

Silver Lining: Fed’s “Tapering” Signals Stronger Economy

New Year’s Vantage Point: Christopher Molumphy

New Year’s Vantage Point: Christopher Molumphy