This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
For emerging market fixed income investors, an issuing country's high inflation can lead to higher yields, compared to developed markets.
David Kelly, the Fed, interest rates
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Our newsletter provides the latest news and views impacting public funds.
Dividend paying stocks offer investors income & a valuable source of total return in an environment of uncertain capital growth.
Paper examining market reaction to economic improvement, & the likely outcomes when central banks unwind the aggressive monetary policies
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics