Central Bank

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6 takeaways from the December Fed meeting

Our Blog Dec 15, 2016 Edward Al-Hussainy, Senior Interest Rate and Currency Analyst

The Fed’s latest rate hike came as no surprise. The big story in this month’s meeting is that the FOMC now expects to raise rates three times in 2017.

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Preview: This week’s Fed and BoJ decision points

Our Blog Sep 20, 2016 Edward Al-Hussainy, Senior Interest Rate and Currency Analyst

The Federal Reserve and Bank of Japan have important policy decisions to make this week. Here’s what investors need to watch for.

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Four elements of a bond market bubble

Our Blog Sep 19, 2016 Jim Cielinski, CFA, Global Head of Fixed Income

The developed world’s government bond markets are showing characteristics of a bubble. Timing the end of this rally won’t be easy — but for those watching closely, hints are emerging.

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Can bond investors succeed if monetary policy is failing?

Our Blog Aug 12, 2016 Gene Tannuzzo, CFA, Senior Portfolio Manager, Strategic Income

While the Bank of England’s new easing program is aggressive, we doubt it will do much to spur economic growth. Given how few attractive options there are for fixed-income investors, we recommend focusing on higher quality cash flows.

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Colin Moore on Brexit: If you panic, you lose

Our Blog Jun 27, 2016 Colin Moore, Global Chief Investment Officer

While the implications of Brexit begin to take shape, Colin Moore’s message is clear: “if you panic, you lose.” Global Chief Investment Officer Colin Moore discusses what to expect following last week’s Brexit vote, the special role of the British pound, and lessons to remember from the great financial crisis.

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