Bryan Perry
How Fed Interest Rate Changes Differ from Natural Development
This past week, bond king Bill Gross, who now oversees the Janus Global Unconstrained Bond Fund, shed some light on interest rates and how to position yourself in case interest rates start to rise. Interest rates in Germany and other parts of the euro zone are negative going out to six years. Ultimately, there is […]
Dividends Provide a Safe Haven in Volatile Markets
Downbeat U.S. data has weighed on cyclical stocks during the past week. With the exception of the labor market data, most data has been consistently soft. U.S. economic data have been falling short of expectations by the largest margin since 2009. The latest reports to disappoint were Durable Goods for February, down 1.4% versus a […]
Fed Decision Bullish for High-Yield Investing
The latest Fed policy statement was like music to the ears of stock market participants. In sum, Fed Chair Janet Yellen told attendees at a packed post-Federal Open Market Committee (FOMC) meeting news conference that the Fed will move on interest rates when it simply is time to do so and that the U.S. central […]
How the Federal Reserve is Reacting to the Current Market
The upcoming Federal Open Market Committee (FOMC) meeting scheduled for March 17-18 should be a lively discussion among the voting member Fed governors.
Making Sense of Conflicting Data
One would think that the bump in employment data would provide some relief to commodities. But the prices of oil, copper, gold and just about every other hard asset class did not rise in response.
Investing in High-Yield Alternative Asset Classes in a Fed-Strapped Market
There is a buffet table of high-yield alternative asset classes where 5%, 10%, 15% and even upwards of 20% yields can be garnered.