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Growth – will it reappear?

05-Aug-2016
In our webcast: Growth – will it reappear?  Chi Lo, Senior Economist, Greater China; Steven…

Chopper Wars – The implications of monetary and fiscal stimulus in Japan

In this piece, Richard Barwell, Senior Economist and Steven Friedman, Senior Investment Strategist, discuss the…

Federal Reserve Policy Outlook: Time for a Strategy Reboot?

01-Aug-2016
The June Federal Reserve Policy Outlook: Time for a Strategy Reboot? was written by Steven…

Q2 2016 FFTW Quarterly Commentary: Should I Stay or Should I Go?

05-Jul-2016
In this paper, we take a look at following topics:
  • The fallout from Brexit and

Q1 2016 FFTW Quarterly Commentary: The more things change, the more they stay the same

05-Apr-2016
In this paper, we take a look at following topics:
  • Are the downside risks to

Quarterly Commentary – Q4 2015: Different Year, Same Problems

08-Jan-2016
The investment landscape of 2015 was filled with a number of unforseen shocks which resulted…

Absolute Return Fixed Income: What It Is, How It Works, and Who It Is For

25-Nov-2015
Alex Johnson, Head of Absolute Return Multi-Sector Fixed Income, authored this white paper on how…

Agency MBS Performance in a Rising Rate Environment

In this piece, Katie Herr, Investment Specialist, explores how MBS can be expected to perform…

Rebuffing Myths about Currency Investing

14-Jul-2015
Momtchil Pojarliev, PhD, Senior Portfolio Manager, Currencies summarizes the findings in his co-authored book “A…

What Ever Happened to GSE Reform?

24-Jun-2015
Impediments to meaningfully changing the role of GSEs, and our expectations for reform and implications…