Investors Finally Rotating Out Of Bonds December 20, 2016 | Print View In the month of November, we have seen a reversal of the long term trend of flows into bond investments. The chart below reflects cumulative flows of assets into equities/stocks (black line) versus flows into bonds (blue line). […]
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Follow the Fundamentals December 1, 2016 | Print View The election is over and democracy lives. It was fascinating to monitor the stock and bond markets in the days just before and after the election. In the two days leading up to the election, the pollsters and media had everyone […]
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Rising Interest Rates – What Do We Do? November 17, 2016 | Print View Since the election last week, interest rates have climbed both here and abroad. Actually, the rise began overseas prior to the election. Negative interest rates offered on the bonds of some foreign governments have not stimulated […]
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