Dec 1, 2010 | Market Commentary
We encourage investors to review banking relationships, bank deposits, direct security and prime money market holdings for exposure to troubled European sovereigns and credits.
Nov 1, 2010 | Market Commentary
A deeper dive into the mortgage market and the status of key players will help to clarify the issues.
Oct 1, 2010 | Market Commentary
Failing to adjust to the current reality in the money markets will lead to painfully low returns on investment portfolios well into 2012.
Sep 1, 2010 | Market Commentary
The largest hurdle to a sustained economic recovery appears to be the pervasive uncertainty that has entrenched market participants. Removing this uncertainty will require that government leaders reduce their footprint in the private sector and provide clarity,...
Aug 1, 2010 | Market Commentary
With short interest rates likely to remain range-bound at these low levels for the next 12-18 months, we recommend that investors consider extending a portion of their ultra-short portfolio further out the curve in high-grade securities to take advantage of marginally...
Jul 1, 2010 | Market Commentary
This is a cause for concern, and investors should be wary of industries and companies in which the government and regulators become more active players and less objective referees.
