DWS' Staples on Yield Curve: Macro Matters

“We traditionally have turned over about 60% of the portfolio per year,” says AGL Credit Management’s Chief Operating Officer Wynne Comer, discussing the company’s approach to managing collateralized loan obligations. “That’s 30% through prepayments, 30% through active management ...  Show more

Emerging market governments are implementing extraordinary measures to mitigate the impact of rising energy prices, as the war-induced oil shock stirs stagflation pressures and pushes most asset classes lower. Gustavo Medeiros, head of EM research at Ashmore Group, joins Damian S ...  Show more

Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ...  Show more

While the possibility of a yield curve inversion in the U.S. has news outlets and investors wondering if a recession is on the way, there’s more to the story that should put minds at ease.

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Scott Colyer, chief executive officer at Advisors Asset Management, says that for all the talk that the Federal Reserve has started talking about hiking interest rates, he doesn't see it happening until 2022 or beyond, and that means that investors don't have to change strategies ...  Show more

The year of the stock picker is in full swing as investors look towards a future of Fed tightening and geopolitical uncertainty, where some individual stocks will fare better than others.

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Welcome to Thoughts on the Market. ...