Tag Archives: Ken Taubes

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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How Will Trump’s Policies Affect Economic Momentum?

Ken Taubes is Chief Investment Officer, US. The US may deliver growth of around 2%, as well as modestly higher inflation in 2017. Given Donald Trump’s current focus on keeping campaign promises regarding healthcare, immigration and trade, his broader pro-growth … Continue reading

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Fed Policy: Still Behind the Curve

Ken Taubes is Chief Investment Officer, US. Even while hiking interest rates today, the Federal Reserve Board (Fed) maintained its dovish sentiment. In recent weeks, Fed members began signaling that rate hikes would come sooner, raising expectations for a more … 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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