Alpha and Beta: Getting the Balance Right with Alternatives
A Sensible Diet for Safety Seekers
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
Investing and the Elephant in the Low-Growth Room
Can We Afford a Housing Boom?
Brexit: Was it Just a Nasty Dream?

Brexit: Was it Just a Nasty Dream?

by Darren Williams

Recent data suggest the British economy is weathering the fallout from the referendum vote better than almost anybody expected. This reduces the likelihood of more monetary policy easing this year, taking some pressure off the pound.

Economics


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LOW INTEREST RATES AMPLIFY VOLATILITY
Fed Policy: Little Clarity After Jackson Hole
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