I begin with an overview of tactical investing applied to fixed income. TIPS recommendation is reiterated. The available TIPS products are compared. In last week’s article, I wrote that Treasury inflation-protected securities became attractive. Our model made this recommendation based on the level of 10-year real yield (60 basis points
Mar 23, 2017 | Post by: Roman Chuyan, CFA Comments Off on TIPS and Tactical Investing
TIPS and Tactical Investing
Mar 03, 2017 | Post by: Roman Chuyan, CFA Comments Off on The Fed Is Back In Play
The Fed Is Back In Play
Treasury yields jumped and bonds fell this week as investors bet that a Fed interest rate hike would come this month. New York Fed President William Dudley – one of the most influential U.S. central bankers, and usually considered a dove – said late Tuesday that the case for tightening
Feb 10, 2017 | Post by: Roman Chuyan, CFA Comments Off on How will Trump’s Economy Look?
How will Trump’s Economy Look?
There is this to be said about the Many. Each of them by himself may not be of [much] quality; but when they all come together it is possible they may surpass the quality of the few best. ~ Aristotle, Politics (around 340 BC) via Arthur Herman, The Cave and