Insight Blotter
Inflation Burning Down the House? Watch Out Fed, You Might Get What You’re After
The team discusses their thoughts on the recent uptick in inflation, what might be causing it and how the Federal Reserve might react.
Insight Blotter
Consternation and Convexity – A Silver Lining Playbook?
Improving economic conditions may lead to a favorable entry point for long-term fixed income investors.
Insight Blotter
Benchmark Risk and Portfolio Immunization Considerations During a Global Pandemic
We share our thoughts on the markets’ growing optimism for a normalization of economic conditions next year.
Insight Blotter
Still on Track: SOFR In, LIBOR Out
We provide an update to the team’s previous commentary regarding the phase out the London Interbank Offered Rate (LIBOR) in favor of its heir presumptive, the Secured Overnight Financing Rate (SOFR).