Creating Oaktree & Investment Philosophy
An interview and Q&A with billionaire investors and founders of Oaktree Capital Management, Howard Marks & Bruce Karsh. In this...
DB: Foreigners buying more US equities and fewer US bonds
A look at who is buying and selling US assets, via Deutsche Bank, shows a striking recent trend is the decline in foreign appetite for...
Demographic Transition and Low U.S. Interest Rates
Demographic Transition and Low U.S. Interest Rates Carlos Carvalho, Andrea Ferrero, and Fernanda Nechio FEDERAL RESERVE BANK OF SAN...
The Low Level of Global Real Interest Rates
The Low Level of Global Real Interest Rates Vice Chairman Stanley Fischer Conference to Celebrate Arminio Fraga’s 60 Years Casa das...
Global Interest Rates: Still Lots of ZIRP
While the US Fed is raising rates, much of the rest of the world is still at or near Zero: click for larger table Source: Northern...
Economists Forecasts Tend to be To Optimismic
From Torsten Sløk, Ph.D.: The Fed’s Survey of Professional Forecasters for 2017 Q2 shows that 10-year rates are expected to rise to...
10 Friday AM Reads
My morning train reads: • Bubble Quietly Burst for Overvalued Unicorns (Bloomberg Gadfly) • The President’s Secret Air Force...
PIMCO on Bonds: Passive versus Active
Percentage of active mutual funds and ETFs that outperformed their median passive peers (after fees) Source: PIMCO PIMCO...