Beyond Bulls & Bears

A Decisive Monetary Policy Approach Is About More Than Economics

A Decisive Monetary Policy Approach Is About More Than Economics

With monetary policy divergence between the developed world’s three most influential central banks set to continue, it seems clear to us that the need for a decisiveness of approach extends beyond a simple economic argument.

European QE: Has It Been Worth the Effort?

European QE: Has It Been Worth the Effort?

Now, we feel the time is right for a further shot in the arm. In our view, it’s not a question of whether the ECB will extend QE, it’s a question of when: Will the announcement come in October or December?

In the Know: March FOMC Meeting and Interest Rate Moves

In the Know: March FOMC Meeting and Interest Rate Moves

I think the big takeaway of the March Fed meeting from the markets’ perspective is that the Fed’s statements were interpreted to mean there would be a very slow pace of interest rate increases when they do occur.

Hasenstab on Global Growth: Headwinds or Tailwinds?

Hasenstab on Global Growth: Headwinds or Tailwinds?

The core of our strategy for 2015 continues to be positioning to navigate an anticipated rising-rate environment in the United States.

Reading Fed Tea Leaves

Reading Fed Tea Leaves

Clearly, inflation plays a large role in fixed income instruments. We see fairly benign inflation, albeit probably ticking up as the labor market improves. That said, we are probably not as optimistic as the Fed on the inflation front.

Taking a Global Bond View

Taking a Global Bond View

Casting a Wide Asset Net in a Volatile Sea

Casting a Wide Asset Net in a Volatile Sea

It’s fair to say that investors will likely never be fully comfortable with market volatility. But actively managing the inevitable bumps that ...

Hasenstab: A Big Risk for Investors in 2014? Doing Nothing

Hasenstab: A Big Risk for Investors in 2014? Doing Nothing

A Selective Approach to Fixed Income in 2014

A Selective Approach to Fixed Income in 2014

US Fed in Holding Pattern, but for How Long?

US Fed in Holding Pattern, but for How Long?

Floating a Fixed Income Investment Idea

Floating a Fixed Income Investment Idea

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

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