Beyond Bulls & Bears

Hasenstab Sees Once-in-a-Multi-Decade Opportunities
Perspectives

Hasenstab Sees Once-in-a-Multi-Decade Opportunities

There are a handful of countries that are being caught up in the current market turmoil that we think are the diamonds in the rough—multi-decade opportunities, once-in-the-history of some of these countries—opportunities.

Federal Reserve Kicks the Can on Interest Rates

Federal Reserve Kicks the Can on Interest Rates

We were a little disappointed the Fed didn’t take action, primarily because we think the longer the Fed stays on hold the longer we will have uncertainty in the marketplace.

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.

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

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

On “Safe Havens” and the Great Rotation

On “Safe Havens” and the Great Rotation