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Posts from the ‘Portfolio Management’ category

Pounding the Economic Drum: Yellen Addresses Market Volatility Concerns



Federal Reserve (Fed) Chairwoman Janet Yellen is in a tough spot. Markets are pounding the drums with a gloomy message of economic catastrophe on what seems like a daily basis. “Risk off,” the markets say; still the U.S. economy—driven by domestic demand—continues on in the face of higher…

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Fiscal Policy and Volatility



How could a change in fiscal policy impact market volatility? In a recent webcast focused on ongoing market volatility featuring Mustafa Sagun, David Blake, and me, I answered this question and more. Watch this video below and to watch the webcast in its entirety, visit Perspectives on Market…

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