Rising Rates Implementation Plan: “Core Plus” & Risk Management

by and / Fixed Income, Fixed Income, Currency & Alternative, Interest Rate Strategies on October 21, 2014

While our view on rising rates has yet to meaningfully materialize this year, our underlying thesis has not changed. In our view, it may be time for investors to think about how a bond portfolio may perform as a result of changes in Federal Reserve (Fed) policy.

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/ Alternative, Market News on October 20, 2014

Is Your Portfolio Diversified Enough?

One of the most crucial outcomes from 2008 was that many investors became more aware of the importance of downside protection and true diversification. Traditional allocations, as it turned out, generally did not provide enough diversification, and as the markets unwound, correlations between traditional asset classes increased.

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/ Equity, Germany Hedged Equity on October 16, 2014

Time to Take the Euro Out of Germany?

In most cases, when investors think about international equities, they consider the fact that they are gaining exposure to the performance of the equities. However, that’s not the only investment they are making, they are also investing in the currency of the local market.

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/ Fixed Income, Fixed Income, Currency & Alternative, U.S. Dollar on October 15, 2014

Risk Aversion and Dollar Strength

Since the dollar is the primary reserve currency of the world, investors typically seek exposure to the dollar via short-term assets when market sentiment begins to shift. As we explain, the U.S. dollar can serve as an effective hedge to market uncertainty when volatility unexpectedly spikes.

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and / Fixed Income, Fixed Income, Currency & Alternative, Interest Rate Strategies on October 14, 2014

Rising Rate Strategy Performance in a Falling Rate Environment

After a difficult market environment for bond investors in 2013, the prevailing consensus to start the year was that long-term bond yields would continue to rise in 2014. This view has yet to materialize in the markets.

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