Monthly Archives: December 2016

Emerging Market Bonds Outlook for 2017

Video: Emerging Market Bonds Outlook for 2017 Click here for our complete selection of 2017 Outlook videos. What is your outlook for Emerging Markets Debt for 2017? We are forecasting a pickup in growth in Emerging Markets in 2017. However, of … Continue reading

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Fed Signals Three Rate Hikes for 2017

As expected, the Federal Open Market Committee (FOMC) raised the target Fed Funds rate by 25 basis points (bps). The December rate increase represents the sole rate increase for 2016, following the December 2015 move, and the second increase since … Continue reading

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European Equities Outlook for 2017

2016 has been a challenging year for European Equity investors. I provided the following comments at a recent investment conference. Video: 2017 Outlook for European Equities Click here for our complete selection of 2017 Outlook videos. 2016 has been particularly difficult … Continue reading

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European Fixed Income Outlook for 2017

Do you think we are at a turning point or regime shift for fixed income in 2017? Yes, we think so. We think that fiscal policy will play a much more important role going forward. We think that Central Banks … Continue reading

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3 Things the European Investment Grade Fixed Income Team Talked About Last Week

 1. ECB – Is it a Taper? Is it a Trim?  The press conference will be remembered for a rather farcical discussion as to whether the ECB had announced a tapering of their asset purchases (which ECB President Mario Draghi … Continue reading

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