Moody’s: The Knock-On Effects of a Tighter Fed
The rating agency has cut its US growth forecast and says several "vulnerable" emerging markets could be hurt by rising rates.
Search results for: Federal Reserve
How Pensioners Will Move Yields as Much as the Fed
Don’t expect bond yields to suddenly soar once interest rates are moved—there’s much more to it than that, says Moody’s.
Is It Dangerous to Bet on the US Dollar?
Research Affiliates has advised investors diversify and find opportunities in emerging market currencies to avoid being burned by an overvalued dollar.
Soaring Valuations Fail to Alter Allocations
Prices are high, and managers know it—but they are not reining in their bullish positions.
Bill Gross: My Strategy Mimics Dalio’s
According to the Janus portfolio manager, he also previously “looked good in short shorts.”
Dalio’s Warning to Yellen: Don’t Repeat 1937
As the first interest rate rise in six years looms, influential investors are getting worried.
Investors Shun US Stocks as Rate Rises Loom
As Janet Yellen takes to the stage, investors are leaving US shores.
Bond Managers ‘Averse’ to Holding Cash Despite Liquidity Fears
A credit ratings agency has warned bond funds to hold more cash, despite the negative effect this could have on returns.
Hermes: Why Emerging Markets Will Avoid Another Crisis
Chief Economist Neil Williams argues emerging markets are better positioned to handle interest rate rises in the US.
Graphic: Central Bank Fears Decades of Negative Real Rates
The Bank of England’s chief economist has painted a dark picture of the UK economy for decades.