All Posts Tagged: interest rates

Investment Insights: An extraordinary unwinding

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Rock of Gilbraltar shrounded by a large cloud at sunset looming over a nearby beach.

Markets are being heavily influenced by proposed policy changes and how those will sway economic growth.

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U.S. Outlook: Are confidence gains becoming delusional?

Scott Anderson
Chief Economist
Graph showing recent rise in consumer confidence

Alan Greenspan coined the phrase “irrational exuberance” to describe the disconnect between stock market gains and economic fundamentals in the late 1990s. Is it time to use the phrase again? For more on this, see highlights of my report below, followed by a link to the full U.S. Outlook, delivered on March 31. Key observations: […]

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Investment Insights: Excerpts from our monthly report

Wade Balliet
Posted by Wade Balliet
Investment Strategy
Eurozone flags blowing in the breeze near a government building in Brussels.

The following are excerpts from our February “Investment Insights” report, produced by the Global Investment Management team. For the full report, click here. Market strategy: All aboard! February was a banner month for equity asset classes — as well as some fixed income and alternative assets — despite controversial political headlines continuing to pepper media outlets across […]

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Investment Insights: Yellen’s magic trick

Wade Balliet
Posted by Wade Balliet
Investment Strategy
View of the Federal Reserve Building, slightly from the side, on a sunny day.

This weekly report presents insights from our Global Investment Management team. As widely expected, the Federal Reserve voted to increase interest rates at its meeting Wednesday. The Fed made a clear effort to openly prepare markets for the move, and it seems to have paid off. The S&P 500 Index gained just over 60 basis […]

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