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Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields snap long selloff streak
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Long U.S. Treasury yields fell for the first time in months, and fixed income assets rallied broadly as a result. The U.S. Federal Reserve is expected to hike rates another 75 basis points on Wednesday.
Market Outlooks
Weekly Investment Commentary: What’s scarier: central banks or inflation?
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A cash conundrum. Immutable central bank policy has dampened investor enthusiasm across many markets and asset classes.
Fixed Income Insights
Weekly Fixed Income Commentary: Fed chatter boosts Treasury yields further
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Long U.S. Treasury yields continued to rise, though the short end rallied on less hawkish signals from the U.S. Federal Reserve. Following an almost certain 75 basis point hike in November, the magnitude of future hikes is less assured.
Market Outlooks
Weekly Investment Commentary: Revisiting REITs
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It might be time to consider taking some real estate allocations public. Both public and private real estate investments have provided healthy returns during past rate hike cycles.
Fixed Income Insights
Weekly Fixed Income Commentary: Treasury yields rise as inflation surprises continue
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U.S. Treasury yields rose further last week. Inflation surprised to the upside again, driving interest rates higher and pressuring fixed income returns. Spread assets weakened amid elevated volatility.
Market Outlooks
Weekly Investment Commentary: 3Q earnings season kicks off, cautiously
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Equity investors should be prepared for an eventual bottoming process, when markets begin to see cooling in wage growth and employment, as this should be an upward inflection point for EPS expectations.