Alexandra Gorewicz's blog

PART ONE – Monetary Policy: Quantitative Easing and the Race to the Bottom, Four Years On

Alexandra Gorewicz's picture
“Be careful what you wish for, you may receive it.” Over the last several months, it feels as if all central bankers have used every speaking opportunity to mention that their monetary policies, including bond purchases (quantitative easing or QE) and negative interest rates (NIRP), have reached their limits. This is an extremely important development, because it means that today’s monetary policies are no longer as effective as they once were.

Signature fixed income 2017 year-end review: Beware the drunkards

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“Some use statistics as drunkards use lamp-posts – for support rather than illumination.” As 2017 comes to an end, it is only appropriate that we reflect on positioning and performance across our fixed income strategies and set the course for what is shaping up to be a challenging 2018.
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