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Reconstructing Bond Investing to Align with New Global Debt RealitiesThe global financial crisis and sluggish recovery threw into relief a new set of global financial and economic realities for bond investors that had been gathering momentum in the last 30 years. The quantitative analysis team at Standish worked with Barclays Capital to construct a new, all-encompassing, GDP-weighted bond index that is designed to better represent the changing macro landscape around the world. Author: Michael Faloon
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My Revisited Nominations for the Most Egregious Economic and Financial Myths of Our TimeStandish Chairman Emeritus Ted Ladd revisits what he considers to be the most egregious economic and financial myths since the financial crisis, which he argues are preventing us from arriving at effective policy solutions. Author: Ted Ladd
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Renewed Eurozone Concern as Liquidity Injections Don't Solve Solvency WoesStandish Global Macro Strategist Tom Higgins warns that Europe will continue to be a major source of market volatility in coming months as investors realize that while the ECB's long-term refinancing operation provided much-needed liquidity, it did nothing to address the region's underlying solvency problems. Author: Thomas Higgins
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The Municipal Bond Market: Emerging from the TunnelThe Standish Tax-Sensitive Fixed Income Team continues to see attractive opportunities in high-quality municipal bond issuers tied to essential services but caution that investors should be prepared for increased price volatility due to uncertainty over supply and demand issues Authors: Daniel Rabsco, Daniel Marques, Christine Todd, Thomas Casey, Jeffrey Burger, David Belton
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European Secured Bank Loan Market Offers Higher Return Potential Than U.S.Alcentra CIO Paul Hatfield argues that the European secured bank loan market offers higher return potential than the U.S. market because of ongoing concerns about the Eurozone debt crisis as well as distinctive structural market differences. Author: Paul Hatfield
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Framing the Active vs. Passive Management ChoiceISSG Senior Investment Strategist Ralph Goldsticker provides a framework for thinking about the active vs passive investment choice, including whether an institution has the skill, culture and organizational resources to identify and monitor active managers effectively. Author: Ralph Goldsticker
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Volatility May Present Opportunity for Fixed Income InvestorsStandish Global Macro Strategist Tom Higgins discusses how investors might incorporate implied volatility measures into their fixed income strategies amid continued market uncertainty. Author: Thomas Higgins
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A Perspective on Risk and Return in a Deleveraging WorldNewton argues that we are in a historic environment of deleveraging and low interest rates, calling for an active and flexible investment approach with a focus on absolute return, income generation and unconstrained global investing. Business: Investment Management
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CIO View: Cautious Optimism for 2012 as Growth Diverges and Geopolitical Risk HoversStandish CIO David Leduc sees opportunities in US corporate bonds, emerging market debt and high-quality structured finance in 2012, as growth rates diverge globally and political and policy risk hovers. Author: David Leduc
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The Case for Dynamic Asset AllocationMellon Capital Management contends that the inability of a static asset allocation mix to accept new information is the main cause of unrealized return expectations and argues for a more dynamic asset allocation approach. Business: Investment Management
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