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We believe the Brexit negotiations will conclude with a relatively “soft” Brexit. But, as current media headlines show, there are still a number of compromises that need to be made on both sides to seal the deal.
Fixed income has struggled thus far in 2018, with the Bloomberg Barclays U.S. aggregate down 1.6% year-to-date. But in this period of rising interest rates, not all fixed income is responding uniformly.
Pascal’s Wager argues that belief makes more sense than disbelief when the worst outcome is a total loss.
Trade policy is of first-order importance in a more connected world, and markets have been reacting nervously to U.S. trade disputes.
Each quarter, in the midst of earnings season, we write a market bulletin focused on U.S. corporate profitability.
In a late-cycle, rising interest rate environment, duration can be overlooked. But looking at the bond market today, might it be worth giving duration a second chance?
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