Practical analysis for investment professionals

US Federal Reserve

J.P. Morgan Strategist David Kelly Not a Big Fan of Fed Policy

David Kelly, CFA, chief global strategist at J.P. Morgan Funds, outlines three problems with the current Federal Reserve policy of zero interest rates and quantitative easing.

The Case for a Balanced Budget Amendment

The symptoms of economic dysfunction in the United States are becoming all too apparent, according to Lacy Hunt, executive director at Hoisington Investment Management. His solution? A sustained increase in savings, sometimes referred to as “austerity.”

Take 15: Fixed Income in a Prolonged Low-Interest Environment (Video)

With interest rates so low, and a Fed determined to keep them low for a prolonged period, does it make sense to allocate money to fixed income securities right now?

Poll: How Long Do You Think Extremely Low Rates Can Persist?

CFA Institute asked professional investors how long they thought today’s extremely low rates could persist.

Irrational Exhuberance Redux? Greenspan Says Stocks Are Cheap

Critics of former U.S. Federal Reserve Chairman Alan Greenspan’s tenure at the Fed — there’s no shortage — may well consider his bullish call on stocks a contrary indicator.

BlackRock’s Rick Rieder on the Future of Fixed Income in a Post-QE World

When it comes to the European and U.S. debt crises are we nearing the dénouement — or still in the opening act?

At the Financial Analysts Seminar in Chicago earlier this week, Rick Rieder (pictured left), managing… READ MORE ›

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