Beyond Bulls & Bears

Seeing the Silver Lining for Fixed Income in Fed Move
Fixed Income

Seeing the Silver Lining for Fixed Income in Fed Move

As we look ahead to 2016, we finally have entered this long-anticipated rising-rate environment. However, it’s likely to be slow and steady, and certainly not something we believe should cause major portfolio dislocations for fixed income investors.

Fed Delivers Rate Hike: Holiday Gift or Lump of Coal?
Equity

Fed Delivers Rate Hike: Holiday Gift or Lump of Coal?

We think the Fed’s move to raise interest rates confirms its confidence that the US economy and financial system are no longer in a vulnerable post-crisis state. To us as investors, that should be viewed as good news.