Daily Digest

Today's FOMC meeting has brought insight and thought leadership to Harvest regarding the impact of a rising rate environment. AB discusses where the committee ends this rate cycle, which it considers a key factor in long-term rate behavior. Janus Henderson Investors shares its perspective on how global equities may fare in a rising rates environment. Meanwhile, Jeffrey Pavlik quotes Homer Simpson's insight on ARMs.

Read all this and more below

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Where Will the Fed’s Rate-Hike Cycle End? MARCH 20, 2018 There’s not much suspense around this week’s Fed meeting: the fed funds target rate is almost certain to rise by 25 basis points. We think it’s more important not to overlook this cycle’s endgame. As the Federal Open Market Committee ...

AB (AllianceBernstein L.P.) 50 Years of Investment Management & Research

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Fed Thoughts: Back to the Future? One month into the job, Federal Reserve (Fed) Chair Jerome Powell must be wondering what more is in store. Stock market correction, check, bipartisan (actually, partisan from both sides of the aisle) interrogation on Capitol Hill, check, and policy ...

Standish Mellon Asset Management Specialist multi-asset investment management firm

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Why this core bond fund is like your smartphone Today I want to revisit a topic I have touched on a few times: smart beta and fixed income . Here at BlackRock we love to throw around terms like macro factors, style factors and diversification. Geek speak. Let’s face it: I work in a geeky place, ...

Matt Tucker, BlackRock Head of the iShares Fixed Income Strategy team at BlackRock

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How Will Global Equities Fare in a Rising Rates Environment? Because rising rates should be accompanied by continuing economic confidence and higher corporate earnings, equity markets can justify current valuations and continue to perform well, says Director of Global Equity Strategies Adam Schor. View ...

Janus Henderson Investors As a leading global manager, Janus Henderson offers actively mana...

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The Next Recession Might Be Worse Than the Great Depression BY JOHN MAULDIN When will the next recession start? In search of the answer, I kept asking speakers on-stage and off-stage at the Strategic Investment Conference 2018 . I also asked really smart people that are well-versed in economics and economic ...

John Mauldin, Mauldin Economics Financial expert, New York Times best-selling author

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"Heh, heh, heh, heh, sucker." - Commentary - February 2018 In a fantastic episode of The Simpsons the mayor of Springfield, on a Mardi Gras-like float, began the tale by announcing, “I officially declare this private party in some guy’s backyard…open!”   Homer, the host of the party was actually standing on ...

Jeffrey Pavlik Managing member Pavlik Capital Management LLC

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