Insights

The money market industry is too focused on the trees.

The Fed sharpens its new policy framework with strong forward guidance. 

It starts with the Fed.

Low and stable interest rates tend to be fertile periods for risk assets.

A growing federal deficit could be concerning if inflation starts to heat up.

No trip to the Grand Tetons this year, but the Fed presented a monumental announcement.

Liquidity is abundant but fundamentals remain iffy.

Uneventful FOMC meeting reaffirms stance of maximum support for the economy.

The Fed has made it very clear it isn't interested.

Volatility comes and goes, but in the end, it’s about doing your homework.

Data over the next few weeks and months will be ugly, but better times lie ahead.

The FOMC statement reiterated it will not hold anything back to aid the economy.

As bad as it may seem, history suggests better days and opportunities lie ahead.

We're in somewhat of a holding pattern as we await clarity ... and opportunity

Perspectives on the impact the pandemic is having on companies.

Unprecedented Fed and government support helps restore semblance of normalcy amid crisis.

With the Fed as a partner, the cash markets overcame stress in March.

The robust programs are aimed at combating the impact of Covid-19.

A perspective on the volatility gripping short-term fixed-income markets and the outlook ahead.

The Federal Reserve slashed rates to near zero Sunday evening.

Short-term government securities benefit as virus fears sidetrack global risk markets.

As investors seek not only relative safety, but liquidity via Treasuries, muni valuations have benefited.

3 preconditions should help determine when the worst has passed.

We run down 2 scenarios: falling further or bouncing higher.

A move off these record lows will depend on if and when there's any positive virus news.

The Fed tries to corral several key rates to keep overnight markets in line.

With no change in rates, technical adjustments the only news from the Fed today.

The liquidity space should continue to grow in popularity in 2020.

From TOMO to POMO and a lower fed funds target range, it’s taking measures to keep the markets on a steady keel.

Shorter-duration bonds can still be an attractive option in a low-rate environment.

Fluctuating rates may impact other forms of income but dividend payments aren't likely to be affected.

Portfolio Manager Nick Tripodes explains how he’s positioning portfolios for the current rate environment.

Access to credit markets with reduced rate risk, for starters.

Don't overlook the income potential of dividend stocks.

But with pressing issues such as the repo market to address, it can't relax.

The Federal Reserve cut rates by a quarter point but it will take more negative news to do so again this year.

How are rate cuts affecting liquidity products?

Corporate bonds in South America, South Korea and India look attractive.

Rate cut seen as preventative medicine in the face of global uncertainties.

A quarter-point cut is baked in. But a half-point? The market likely would love that.

Senior Portfolio Manager Randy Bauer outlines how the limited interest rate risk and low volatility of ultrashort bonds can support investors regardless of market, rate and economic cycles.

How will earnings, tariffs and interest rates affect the markets?

Would more than one rate cut undermine cash as an attractive asset class? Probably not. Debbie Cunningham explains.