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Fixed Income Insights
Market GPS: Fixed Income Perspectives
Featuring the latest quarterly insights from our investment teams:
- Rising bond yields - a validation of recovery or a challenge?
- Don’t fight the wave of rising rates, surf it.
- Harvesting higher yields in today’s bond markets.
- ESG in credit investing: themes, considerations, and implementation.
Fixed Income Insights
Save Should Not Mean Sacrifice
This piece is approved to use with clients.
Portfolio Manager Nick Maroutsos believes that capital preservation and attractive risk-adjusted returns are not mutually exclusive despite zero-interest rate policy across much of the developed world.
Behavioral Finance
Are Your Clients Experiencing FOMO?
FOMO is often discussed in relation to social media engagement, but it’s also commonly experienced by investors – particularly when stock markets are booming.
Market Outlooks
Accelerating Growth for 2021?
This piece is approved to use with clients.
Portfolio Manager Nick Schommer discusses his outlook for an accelerating and broadening economic recovery in 2021.
Market Outlooks
Weekly Market Compass: Sometimes good economic news isn’t good for stocks. Here’s why we’re seeing such a moment right now.
This piece is approved to use with clients.
Well, last week was a real “meh” moment for markets as US stocks shrugged off the news of strong earnings. Certain high-profile companies reported strong results, and 86% of S&P 500 Index companies have beaten market expectations so far, with 60% of the index’s companies reporting.
Market Outlooks
Weekly Market Compass: The Bank of Canada took a hawkish turn, the Biden administration floated a tax hike proposal, and earnings season could break a record for positive surprises. Here’s a round-up of key events from the past week, and what we’re watchi
This piece is approved to use with clients.
The Bank of Canada (BOC) is starting to take away the punch bowl even though the party is still relatively young. Last week, the central bank noted that the Canadian economy has already made a significant recovery — and that there has been an accompanying rise in inflation.
Market Outlooks
Weekly Market Compass: Investors of all sizes are wondering whether cryptocurrencies are right for them. These considerations can help guide your decision.
This piece is approved to use with clients.
It’s about that time again — time to write another blog about cryptocurrencies. Not surprisingly, I received a deluge of client questions on cryptos last week given the Coinbase IPO and the record highs bitcoin reached earlier in the week (followed by the steep pullback in prices over the weekend).
Market Outlooks
Weekly Market Compass: The US and China lead the economic recovery, while fears of another virus wave grow in Brazil and India.
This piece is approved to use with clients.
Last week was a shortened holiday week for many, and some are coming back to the office after spring vacations. Here is a brief recap of the key things you may missed last week.
Market Outlooks
Weekly Market Compass: Israel may provide a preview of what’s to come in the US and UK — and in any country that achieves broad vaccine distribution.
This piece is approved to use with clients.
A month ago, I wrote about the great progress Israel was making in terms of inoculating its citizens against COVID-19. At the time, I said that we would want to follow economic data in Israel closely for indications of what the US and UK could expect in the near future — as they are making swift progress in vaccinating their respective populations — as well as what any country can expect once it successfully vaccinates a significant portion of its population.