Dec 1, 2012 | Market Commentary
Evaluating these list items now will provide professionals with the flexibility to design the best response for potential adverse outcomes. And like any list made this holiday season, we recommend that investors take time to check it twice.
Change You Can Believe In
Nov 1, 2012 | Market Commentary
Both events will add risk to assets that previously had little to none, and should motivate investors to seek prudent alternatives sooner rather than later.
The Convexity of Credit Revisted
Oct 1, 2012 | Market Commentary
While developed markets abroad have experienced exceptional volatility in 2012, this volatility has neither derailed the impressive performance of U.S. credit indices nor prevented the compression of credit spreads which are approaching year-to-date lows.
The Summer of Our Discontent
Sep 1, 2012 | Market Commentary
With that in mind we’ll discuss a couple of major developments in the short-maturity fixed income space: GSE support and LIBOR-gate.
Waning Interest
Aug 1, 2012 | Market Commentary
By contrast, interest rates in “peripheral” countries remain volatile and on a general upward trajectory as eurozone policymakers struggle to repair crippling structural imbalances in troubled member states and to contain market concerns of a near-term sovereign...
United We Stand, Divided We Fall
Jul 1, 2012 | Market Commentary
While we will reserve judgment on the recent policy actions until additional details emerge, we anticipate further consolidation of monetary, fiscal and regulatory efforts among EU member states as the debt crisis wages on.