Dollar Tumbles, EM Debt Rumbles
January 29, 2018 — Fear and loathing of fixed income markets is standard protocol when monetary policy is in tightening mode. However, pervasive despair can cause one to overlook opportunities. EM debt has been one of those opportunities.
The Specter of a Trade War: 3 Questions on Tariffs and Markets
At the dawn of the Trump administration a little over a year ago, equity investors were both hopeful and anxious. Hopeful for tax cuts and increased infrastructure . . .
The Return of Inflation: A Relative Value Opportunity for Fixed Income Investors
Interest rates have increased dramatically since the end of 2017 and are expected to continue climbing. How can fixed income investors insulate themselves from inherent . . .
A Perfect Storm in the Bond Market
A perfect storm in the bond market just occurred as Hurricane Fed crossed paths with an Italian tropical storm and U.S. Dollar high pressure system. After hitting a high . . .