◀ The Principal Blog

Posts from the ‘Institutional Investors’ category

Views from the CIO: The View from Brazil on Earnings, Currency Effects, and Picking Stocks



Driving through the busy streets of Rio de Janeiro on a gloomy, rainy day was a reminder of the same gloomy mood of equity investors I observed while recently in Brazil. Brazil’s economic slowdown, led by commodity price declines, and its political uncertainty over potential presidential…

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Liquidity within Agency MBS Market has Buy- and Sell-side Ramifications



In our previous blog post, “Agency MBS Positioned to Weather the Liquidity Storm,” we discussed how bond market liquidity has been a growing concern for many investors. In this blog post, we’ll address some of the structural changes that are occurring on both the buy side and the sell side,…

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