Jul 1, 2016 | Market Commentary
The brief rout reversed on expectations of further easing by global central banks – a common elixir to economic malaise and market volatility these past several years.
R.I.P. Z.I.R.P.
Jan 1, 2016 | Market Commentary
Commodity prices continued to come under pressure as well with oil declining 30% on the year.
Lower for Longer
Oct 1, 2015 | Market Commentary
Energy and metals/mining sectors are stressed especially in the high yield space.
Are we there yet?
Jul 1, 2015 | Market Commentary
The yield curve bear steepened (see Figure 1) as two-year Treasury yields increased 9bps while the thirty-year Treasury yield increased 59 bps.
The Waiting Game
Apr 1, 2015 | Market Commentary
Risk assets delivered uneven results and U.S. Treasury yields were volatile as well (see Figure 1). On the quarter, performance rewarded duration and U.S. Treasury exposure.