The Return of Inflation: A Relative Value Opportunity for Fixed Income Investors
May 15, 2018 — 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 risks while taking advantage of the opportunities presented by this change in market dynamics?
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 . . .
Fixed Income, Tactical ETF
3 Questions for the Second Half
If the volatility during the first half of 2018 was caused by fears of reflation and higher rates negatively impacting equities, then the theme unfolding for the second . . .
Crossing the Rubicon – Yield Curve Inversion
In 49 BCE a provincial governor named Julius Caesar and a single legion of troops crossed a small stream in northern Italy – the Rubicon River – sparking a civil war that . . .