December 3, 2020
It’s “On the Line”
With the second wave of COVID-19 dominating headlines, it’s natural to wonder what the economic impact may be this time around as compared to Q2.
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December 1, 2020
The Market is Hungry for More
November 19, 2020
Divided Highway Ahead?
A divided government as outlined above would seemingly mean there shouldn’t be any dramatic shifts in the current fiscal policy setting. Sure, executive orders and attendant regulatory action could occur, but meaningful legislation on taxes and spending would more than likely not transpire in such an arrangement.
November 12, 2020
Can We Just Get Back to …. Fundamentals?
“Can we just get back to market fundamentals?” You know, no politics, just looking at the economic data, the Federal Reserve (Fed), rates, etc.—all that wonderfully boring stuff.
November 5, 2020
The One Common Denominator: Fed Policy
October 29, 2020
A Sustainable Investing Focus
Today, 85% of investors suggest they want their personal priorities incorporated into investments. Further, 95% of institutional investors say they either want to incorporate sustainable goals or plan to in the future.
October 22, 2020
“Blue Wave”: The Other Side of the Trade
In the scenario I want to focus on in this blog post, a “blue wave” results in a potentially higher tax, an increased regulatory environment and a less “business-friendly” setting, which could ultimately result in slower economic growth.
October 15, 2020
Does a “Blue Wave” = Higher Rates?
October 8, 2020
The Bond Market Has Become Non-Labor Intensive
After showing little response to the jobs data, the U.S. Treasury (UST) 10-year yield started off this week on an ascending trajectory, with the UST 2s/10s spread widening. Was it a case of revisiting the employment data?
October 1, 2020
Why Salesforce Ventures Invested in Snowflake
In this “Behind the Markets” podcast, we hosted Matt Garratt, managing partner at Salesforce Ventures, the global investment arm of Salesforce, who led the investment in Snowflake.
September 24, 2020
Riddle Me This: What Looks Like a “V” but Feels Like a “U”?
September 17, 2020
Fed Watch: ‘New’ Policy Framework, Batteries Not Included
It is not surprising the September FOMC meeting failed to provide any fresh headlines. The key question now is how does the Fed actually implement this new approach?
September 10, 2020
What Goes Up Has Definitely Been Coming Down
September 3, 2020
The Death of the 60/40 Portfolio
Should investors start to move away from bonds in their current allocations? Will the standard hedging function and diversification benefits of bonds will be much less attractive going forward?
August 27, 2020
Value Stocks Need a Whiff of Inflation
August 20, 2020
Heading in the Right Direction
August 13, 2020
Is Facebook Really Worth $750 Billion?
August 6, 2020
A Core Strategy with Value Prices
July 23, 2020
It’s “Funding”mental
July 16, 2020
Are You Ready for a Cyclical Reversion?
July 9, 2020
How Early Are We in the Shift to the Cloud?
July 2, 2020
U.S. Treasuries Watch: Thinking Globally
June 25, 2020
Leaving a TIP
So, how do fixed income investors search for rate-hedging solutions? One approach that one often encounters involves U.S. Treasury (UST) Inflation-Protected Securities, or TIPS. These securities are referenced to the Consumer Price Index (CPI), whereby the coupon is fixed, but the principal is adjusted to changes in CPI.
June 18, 2020
S&P 500 Dividend Expectations Are Rising
June 11, 2020
Fed Watch: June Gloom
It was no surprise the Fed left monetary policy right where it is at the June FOMC meeting. Like all of us, the policymakers are in uncharted waters and trying to figure out not only where the U.S. economy is headed in the second half of 2020 and 2021, but also how policy should respond.
June 4, 2020
Positively Not Negative
May 28, 2020
The Topsy-Turvy S&P 500 Earnings Picture
May 21, 2020
