Don’t panic. Valuations are high but volatility is low.
Forward market suggests rates will move up gradually.
Here are some investing themes worth considering in 2015.
Analysis from Covestor portfolio manager Atlas Capital.
Gold remains an insurance policy in times of distress.
A radio appearance for the Atlas Capital manager.
The bond market may be signaling higher inflation in the offing.
We are not optimistic that a political solution can be delivered, but at least we’ve begun to see the ECB act as a provider of liquidity.
We believe that TIPS have a significant place in portfolios to protect against inflationary erosion of the monetary base.