Tag Archives: Federal Reserve

The Fed: Making Good on its Goal of Normalizing Rates

Ken Taubes is Chief Investment Officer, US. The Tug of War Between the Markets and the Fed Continues: Will the Fed Prevail this Time? With the path of future rate hikes, the tapering of the Federal Reserve’s (Fed’s) balance sheet, … Continue reading

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Trump Spooks the Markets

On May 17, US markets reacted sharply after news reports that a special counsel has been appointed by the US Justice Department to investigate President Donald Trump, and that Trump had asked the former head of the FBI, James Comey, … Continue reading

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Market Values Tighten: What’s Next for US Investors?

Ken Taubes is Chief Investment Officer, US. We continue to believe credit sectors offer modest value compared to government securities. Although global yields have risen from their July lows, many short-term non-US developed market sovereign debt continues to trade at … Continue reading

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Should the Fed be More Concerned about Inflation?

Ken Taubes is Chief Investment Officer, US. We believe inflation is rising more quickly than many appreciate, and that the Federal Open Market Committee (FOMC) risks falling behind the curve. Inflation, including wage inflation, is trending upward in an environment … Continue reading

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

Brexit – “Since EU Been Gone” Song titles are popular amongst financial commentators to describe events in markets, and last week was no different. In our attempts to describe the triggering of Article 50 by the UK, we came up … Continue reading

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