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Sharing current views and opinions showcases the thought leadership we bring to our clients.

CIP Quips

The Sweet Spot

In the News: In an interview in last Friday’s New York Times, Chief Fixed Income strategist at the Schwab Center for Financial Research, Kathy Jones, relayed her concerns that by holding T-Bills or cash equivalents investors may be too defensive. Interestingly she comments on a Morningstar Direct report stating that for the last six months... Read more »

Positioning for Rates

In the news: Last week it was not a surprise that the Federal Reserve decided to hike interest rates for a third time this year, for a total of eight hikes since December 2015. Short term rates seem to be getting closer to the Fed’s goal of a neutral level. The Fed is projecting another 25bps hike in December of this year along with three more... Read more »


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