Emerging Urbanites Reshape Rural Consumer Demand
Worried About Volatility? Go Global (Bonds)
The Upside of Less Downside

The Upside of Less Downside

by Chris Marx

With investing, everyone likes to focus on the upswings to their portfolios. But watch those downturns! You may do more for reaching your long-term goals with practicing what we call “winning by not losing,” which is the essence of upside/downside capture.

Equities


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Will Mortgage Bonds Be the Next Disaster—Again?
DC Plan Fees: Reasonableness and Other Considerations
A Sensible Diet for Safety Seekers
Alpha and Beta: Getting the Balance Right with Alternatives
From Bricks to Deposits: Transforming Emerging-Market Savings
Dear Fed: What’s Up with Inflation?

Dear Fed: What’s Up with Inflation?

by Joseph G. Carson

On Wednesday, the FOMC decided to leave official rates unchanged, in part because inflation “has continued to run below the Committee’s 2% longer-run objective.” However, we believe that the Fed and other central banks may not be seeing the full extent of inflation—because they’re not looking in all the right places.

Economics


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Today’s Dilemma for the Fed

Today’s Dilemma for the Fed

by Douglas J. Peebles

To raise or not to raise rates is a tough question for the melancholy Fed this week. Policymakers have a mandate to the US, but they also have a big impact on economies around the world. But whatever they do, the action investors should take is to look globally for your long-term fixed income solutions.

Economics, Fixed Income


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Antidote to Flint: Tapping the Bond Market to Solve Water Issues
Fed Frenzy Distracts Investors from Fundamentals
EM Game Changers: From Copycats to Top Dogs
Chicago Attempts to Bail Itself Out

Chicago Attempts to Bail Itself Out

by Neene Jenkins

More than a year after Chicago’s pension predicament sparked a wave of rating downgrades, have the city’s efforts to reduce the amount of its underfunding been enough? Despite significant progress, we don’t think so.

Fixed Income


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DOL Fiduciary Rule’s Impact on Plan Sponsors
The One Statistic Every Bond Investor Should Know
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