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Is Foreign Demand for US Corporate Bonds at an Inflection Point?
The US corporate bond market reached a record $8 trillion at the end of 2017. The high followed a wave[…]
Three Strategies to Prepare for Rising Volatility
We all knew volatility couldn’t stay low forever, even with solid global growth and low inflation. Rising volatility is common[…]
How the Spike in Volatility Punctured the “Short Vol” Trade
For most investors, it’s pretty unsettling to hear that the market’s “fear gauge” is suddenly on a tear. But that’s[…]
Don’t Cry for the Argentine Peso
The Argentine peso has depreciated by more than 40% since 2015, but I believe it is due for stabilization and[…]
Avoid Being “Burned” by Bank Loans
When talking with potential investors, a refrain we often hear is “I was burned by bank loans before, and now[…]
Oil Price Volatility: Are We Out of the Woods Yet?
What’s my advice on oil price volatility? Hang in there. The good news—we’ve been through this before. The bad news—we’ve[…]
Commodity and Emerging Market Performance – Is This Divergence Sustainable?
Emerging market (EM) assets were hit hard by the crash in commodity prices in 2014-2015, but so far this year,[…]
Getting a Mortgage is Harder Than Ever
There’s an important debate bubbling among investors and policy-makers: have residential mortgage lending standards tightened too much for too long[…]
Keystone Pipeline Suffers Rejection Syndrome
Originally proposed in 2005, TransCanada’s Keystone XL pipeline would have transported over 800,000 barrels per day of crude oil from[…]
Bank Loans: 3 Key Things You Should Know
Many characteristics make bank loans stand out from their fixed income peers, but here are three key factors we believe[…]
Japan: 5 Reasons to Be Optimistic Despite the Demographics
Despite Japan's demographic challenges, I see several significant bright spots which bode well for the future.
US Housing: Prices Driven Up By Limited Construction & Strong Demand
Single family construction presents a puzzle: with the economy in the seventh year of expansion, why has home construction remained[…]
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