Research

Legacy Non-Agency RMBS Outperforms Other Fixed Income Assets

Well, that was undoubtedly an exciting bought of volatility. Last week, we reviewed our “signals” and the market sell-off.

Well, that was undoubtedly an exciting bought of volatility. Last week, we reviewed our “signals” and the market sell-off.

Floating Rate Loans Perform During All Rate Environments

Currently, depending on whether you are “bullish” or “bearish,” there is much angst over the prospect of higher inflation. If you are bullish, higher inflation is a reflection of surging economic growth. If you are bearish, higher inflation leads to rising costs and higher rates. However, we need a better definition of what inflation is.

Positive Correlation: Convertible Bonds and Inflation

Over the last couple of months, the Fed started its campaign to prepare markets for a “taper” of its asset purchases.

Commodities perform best during inflationary environments.