Q3 2019 Commentary

The Economy, Impeachment, and Windows of Opportunity There have been a number of interesting developments within the financial markets over the past few months, and despite...

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Floating Rate Bank Loans

Floating Rate Bank Loans

Floating rate bank loans have proven to be an attractive investment during the recent rise in long-term rates Floating rate bank loans can work as both an interest rate and inflation hedge When the Fed begins to raise short-term rates and t...

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Will a Housing Bubble Burst the Chinese Dream?

Will a Housing Bubble Burst the Chinese Dream?

The latest Chinese property curbs released on March 1st, 2013 are considered to be the strongest of so far. From 1997 to 2012, urban average housing price per square meter increased 193% while disposable income per capita increased 376%. Ch...

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Deteriorating Background Environment

Deteriorating Background Environment

Two of the most important areas to evaluate at this midpoint of the year are raising interest rates and the weakness of global stock markets. Most regions of the world have been impacted by slowing economic growth in emerging markets and Ch...

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Interest Rate Update

Interest Rate Update

While we know that rising interest rates lead to falling bond prices, it may not impact all bond and income-oriented asset classes equally In just a five month time-frame, the performance difference between high-yield corporate bonds and lo...

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Japan Opens the Floodgates

Japan Opens the Floodgates

Japan will double its monetary base over the next two years in an effort to rid the country of deflation The Japanese Nikkei stock index is up over 40% year-to-date with export companies leading the way Input prices for Japanese companies s...

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