…macro funds, the article says, “partly owing to the Federal Reserve’s tighter monetary policy.” But Howard Marks, co-chairman of alternative-asset manager Oaktree Capital Management, argues that running macro strategies is…
Search Results for: federal reserve
Zweig Says Fees Should be Linked to Performance
…are changing, he says, but not quickly enough. Federal law allows a mutual fund to raise fees when it outperforms, but only if it lowers fees by the same amount…
Top Fund Managers Cautiously Optimistic on 2017
…the “path of interest rate hikes by the Federal Reserve are among a collection of factors with the potential to produce short-term volatility and longer-term impacts on sector and company…
Expectations for 2017 Market
…a potential for 3%.” White asserts, “The recent rate hike shows the Federal Reserve may start gradually normalizing interest rates in earnest.” He continues to favor intermediate-term bonds going forward,…
Is the Current Market Too Much of a Good Thing?
“Beyond the initial selloff” yesterday afternoon, writes Michael Kahn in yesterday’s Barron’s, “the fallout from Wednesday’s Federal Reserve decision to raise short-term interest rates by 25 basis points is still…
Small-Caps on the Upswing
…bring their tax rates much below the 35% federal rate”; Reduced regulation, supported by Trump, would help small businesses less able to afford hefty compliance costs; Historically, small-caps have outperformed…
Bob Doll Talks Trump - 10 Takeaways for Investors
…issuance and expectations of a more hawkish Federal Reserve. The political effect on markets next year will largely depend on how President Trump focuses his efforts. A focus on tax…
When Taken by Surprise, Wait it Out
…infrastructure stocks on the expectation that Mr. Trump will boost spending; sell Mexico and other emerging markets; bet against the chance that the Federal Reserve will raise interest rates in…
Is Shiller's CAPE as Scary as it Seems?
…the same methodology as Mr. Shiller but which uses quarterly earnings data compiled by the U.S. Commerce Department and stock prices based on Federal Reserve data (rather than the S&P)….
Dalio Talks to Central Bankers
Earlier this month, Bridgewater chairman Ray Dalio addressed attendees at the Federal Reserve’s Central Banking Seminar in New York City, and his remarks were posted on LinkedIn. Dalio offered his…