The Specter of a Trade War: 3 Questions on Tariffs and Markets
March 8, 2018 — 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 spending, and anxious given of the potential for protectionist trade policy.
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 . . .
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 . . .