ETFs

    Jul 18, 2017

Is Your Bond Index in Trouble?

by:

When it comes to core fixed income, the universal benchmark is the Bloomberg Barclays U.S. Aggregate Bond Index (“the Agg”). Many investors simply accept...

    Jun 27, 2017

The Reflation Trade

by:

An increase in inflation has been much anticipated, but slow to arrive. Following the November election, the so-called “reflation trade” sparked a sell-off in bonds, driving the...

    Jun 16, 2017

Central Banks, Rising Rates, and Inflation Surprises

by:

Currency-sensitive investors grappled with an onslaught of political events, central bank meetings, and the...

    Jun 7, 2017

Equities Take Rising Fed Funds Rate in Stride

by:

As expected, the Fed decided to raise short-term interest rates by 25 bps, bringing the Fed Funds Rate to 1.00%.

    Jun 1, 2017

Snap Election Triggers Pound Volatility

by:

Some big currency movements this week were the result of news out from the United Kingdom, as pound sterling volatility has increased before the snap election scheduled for...

    May 30, 2017

‘Frexit’ Averted; How Should Investors Think about European Equities?

by:

In a sign of the remarkable times in which we live, discussions of...

    May 24, 2017

Time to Go Small?

by:

Big vs. small – it’s one of those fundamental investing debates that goes on forever and is never completely settled. Just possibly, it’s the wrong question...

    May 9, 2017

Fed and France Spark Turnaround

by:

The stall in the “Trump Rally” that began in the second half of March carried through to the first half of April before it reversed...