Examining the Fixed-Income Puzzle
The market will eventually restore bond yield. In the meantime, investors should consider broadening their toolkit to include alternatives and private markets.
September 15, 2016
When It Comes to Lending, Asset Managers Are the New Banks
Skeptics of loans from asset management firms fear what will happen to the burgeoning market during the next credit crisis.
September 12, 2016
What the Past Tells Us About the Future of Fixed-Income Returns
For clues as to how European, U.K. and U.S. government bond yields may perform, take a look at Japanese government bonds.
June 22, 2016
Daily Agenda: Policymakers Fret over Brexit
Bank of Japan, Fed hold tight as Indonesia’s central bank cuts again; gold surges on Brexit fears.
June 16, 2016
Daily Agenda: Brexit Jitters Rise
FIFA headquarters raided; Wal-Mart to experiment with Uber, Lyft delivery; U.S. jobs report comes in below forecast.
June 3, 2016
Daily Agenda: Risk-Averse Investors Drive Up Gold
Yen hits 18-month high, gold and Treasuries rise; Halliburton scraps Baker Hughes merger; Puerto Rico’s Development Bank to default; Trump leads in Indiana.
May 2, 2016
Have Hedge Fund Treasury Purchases Stalled?
Tracking down hedge fund Treasury holdings is difficult. What’s clear is that they’re shadowing, not shaping, the market.
April 21, 2016
It’s Time to Rethink Fixed-Income Investing
In a world of low rates and increased longevity, pension funds and other institutions need to consider alternatives to traditional bond investing.
April 6, 2016
Why Pensions Should Hold a Gredge
Gredge assets — portfolio holdings that have both growth and hedge characteristics — offer a holistic approach to pension plan management.
March 25, 2016
Negative Yields Drive Investors to U.S. Corporates
Funds flee German and Japanese bonds in search of yield. The haven of choice: the U.S., where corporate yields provide some shelter.
Robert Stowe England
March 10, 2016