CIFC Asset Management’s Natalia Lojevsky and Stan Sokolowski provide their insights into the Fixed Income Markets, which have been experiencing an elevated bout of volatility as interest rates and inflation expectations have risen sharply. Stan and Natalia discuss the sea of red YTD for traditional fixed income returns and say we’re in a golden age for income producing alternatives.
CIFC Asset Management’s Natalia Lojevsky and Stan Sokolowski provide their insights into the Fixed Income Markets, which have been experiencing an elevated bout of volatility as interest rates and inflation expectations have risen sharply. Stan and Natalia discuss the sea of red YTD for traditional fixed income returns and say we’re in a golden age for income producing alternatives.
In a “market mania,” retail investors are generally “long confidence” and “short experience” as the bubble inflates. While we often believe each “time” is different, it rarely is. It is only the outcomes that are inevitably the same.
The markets took a tumble to start last week as rising interest rates and inflationary pressures begin to weigh on outlooks. Those worries quickly diminished as Jerome Powell changed the rules to reassure Wall Street that “QE” is here to stay.
It can be difficult decide on a strategy and investment team in a sea of performance statistics. There is no perfect statistic or number for selecting a specific strategy; however, we believe some measures can be useful. This essay will walk through the common metrics used when discussing portfolio performance and provide some context for these numbers.
In a recent Nasdaq Markets publication, HANDLS Indexes Co-founder Matt Patterson provided a fourth quarter and year-end 2020 income investing recap. Matt also provided an outlook for 2021: well diversified portfolios with exposure to multiple asset classes continues to be the best protection against market dislocations.
As discussed in Friday’s #Macroview, stimulus, mainly when it comes from debt, does not create organic economic growth. In the second part of this analysis, we delve into why Powell is wrong when he says more stimulus will solve the employment problem.
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
There are several powerful mega-trends happening around the world. One of these trends is happening in the financial services industry and is still a game in the early innings.
Catalyst Funds
Rational Funds
Strategy Shares