Amid the recent market volatility, driven by what we believe are trade and currency wars, there appears to be an important and ongoing struggle for leadership in interest rate policy. Three contenders apparently vie for the... Read more »
Current Views
The Fed Restocks the Punchbowl
Published on Jul 30, 2019
If increasing interest rates is an action the Federal Open Market Committee (FOMC) undergoes seeking to reduce economic enthusiasm, especially to prevent the economy from overheating, then a rate cut is about keeping the party... Read more »
Second Quarter 2019 Fixed Income Commentary
Published on Jul 22, 2019
Fixed income markets in the U.S. posted a second consecutive quarter of gains to close out the first half of 2019 with positive performance. During the second quarter the ICE BofA U.S. 1-10 YR Intermediate Corporate Index was up... Read more »
Pivots and Puts
Published on Jul 15, 2019
Market lore has it that former Federal Reserve Chairpersons Greenspan, Bernanke, and Yellen all provided the markets with what was effectively a put option. Hence the term, the “Greenspan Put”. If the economic signals started to... Read more »
Current Views Archives
Current Views and Opinions
News and Recognition
- February 2020 The Director: "How Much Do You Really Need" by Vicki Fillet
- January 2020 The Director: "Decoding Succession and Exit Planning" by Vicki Fillet
- December 16, 2019: Jason Benowitz, CFA was quoted in the Wall Street Transcript's article, “5G Stock is One of Many Top Picks from this Veteran Portfolio Manager”