Beyond Bulls & Bears

A Decisive Monetary Policy Approach Is About More Than Economics
Perspectives

A Decisive Monetary Policy Approach Is About More Than Economics

Speculation about likely major central bank monetary policy decisions is reaching fever pitch ahead of pivotal meetings on both sides of the ...

Hasenstab Sees Once-in-a-Multi-Decade Opportunities
Perspectives

Hasenstab Sees Once-in-a-Multi-Decade Opportunities

While short-term market gyrations can be painful for investors’ portfolios at times, Michael Hasenstab of Templeton Global Macro is patiently ...

Searching for Natural Hedges Against Interest-Rate Risk
Perspectives

Searching for Natural Hedges Against Interest-Rate Risk

In the United States, the fixed income story today is a cautionary tale of rising interest rates lurking around the corner. Most investors ...

Draghi Crosses the Rubicon while Juncker Peddles “Europhemisms”
Fixed Income

Draghi Crosses the Rubicon while Juncker Peddles “Europhemisms”

The announcement by newly installed European Commission President Jean-Claude Juncker of a package designed to secure €315 billion of investment ...

The Implications of Easing
Equity

The Implications of Easing

Just as the US Federal Reserve (Fed) announced the conclusion of its long-running quantitative easing (QE) program, the Bank of Japan surprised ...