-
Archives
- June 2020
- May 2020
- March 2020
- February 2020
- January 2020
- November 2019
- August 2019
- July 2019
- June 2019
- May 2019
- April 2019
- March 2019
- February 2019
- January 2019
- December 2018
- November 2018
- October 2018
- August 2018
- June 2018
- March 2018
- December 2017
- June 2017
- April 2016
- March 2016
- February 2016
- January 2016
- December 2015
- October 2015
- September 2015
- August 2015
- July 2015
- June 2015
- March 2015
- February 2015
- January 2015
-
Meta
Category Archives: Rates
Diversification’s Gold Standard
I am an advisor with a past, a past managing global bond funds. For over twenty years, I invested in a vast array of markets and bond sectors around the globe. These included sectors like high yield and emerging markets … Continue reading
Posted in Asset Allocation, Equities, Investing, Market Cycles, Rates, Volatility
Tagged Asset Allocation, Economics, Equities, Investing, Rates
Comments Off on Diversification’s Gold Standard
Floating Interest, Not What You Think
A theme of the past several years has been the need to protect yourself from the bond market selloff, a selloff that seems to have arrived. The idea that you should protect against this has led to the suggestion that … Continue reading
Mind the Curve
There is concern about the US treasury yield curve. It has flattened, meaning the difference between long term rates and short term rates has narrowed. Yields on the two maturities are a mere 35 hundredths of a point apart. Some … Continue reading
Posted in Central banks, Credit, Rates
Leave a comment
Bonds: Is a Massive Selloff in Order?
The other day there was a video clip in my Twitter feed from a strategist who stated on CNBC that rates were going much higher in the second half of this year. He went on to say that those who … Continue reading
Posted in Central banks, Investing, Market Cycles, Rates
Leave a comment