Bonds

March 23, 2017

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What the Fed Means For Your Portfolio World markets are facing a major change, as interest rates have begun a multi-year uptrend. U.S. and foreign economic data continues to improve.  On many fronts, including employment, capital spending, salary increases, backlogs...
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March 16, 2017

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Is Your Portfolio Prepared For the New Market Environment? The change that is underway in U.S. markets is no run-of-the-mill, short-term shift.  This is a sea-change — not business as usual.  We’re referring to the end of a thirty-year period...
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January 19, 2017

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The Markets In 2017:  Inflation, Stocks, Bonds, and Gold   Despite headlines declaring that the post-election rally is running out of steam as we head towards Inauguration Day, we continue to be optimistic about the prospects for the U.S. stock...
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July 10, 2015

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Bond Liquidity Risks As we noted last week, the Bank for International Settlements (BIS) published its annual report, in which it had some harsh words for the world’s financial authorities. Unless they start to normalize their policies, the BIS said,...
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June 05, 2015

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Interest Rates At Guild Investment Management, we agree that the world is in a period of low global growth and prevalent deflationary influences. We are also in a period of banking restructuring, and as a result, we may see slower...
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May 12, 2015

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Bond Funds: A Bigger Risk Than You Think? Investors are so used to trading ETFs that they seldom ask themselves questions about how those ETFs are constructed. In the event of major market disruptions, though, that could prove problematic —...
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February 16, 2015

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The Currency War Is On — What Does It Mean For Your Portfolio? Many world currencies are being devalued, and it is the beginning of a potential currency war. This, more than any other current or historical event, gives us...
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August 22, 2014

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What Is the Bond Market Telling Us? Interest rate levels have been confounding many professional investors around the globe. U.S. government benchmark 10-year interest rates began 2014 near 3.00 percent, but they have been sliding back to about 2.40 percent recently. The...
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December 26, 2013

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Investment Summary We remain bullish on U.S. stocks, and as we mention from time to time we remain bearish on the U.S. bond market. In our opinion, bonds have rolled over after a 30+ year bull market and we expect bond...
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