Investment Insights

Andy discusses what the world of negative interest rates looks like and how it impacts investors.

Jeff looks at the opportunities created via emotional selling while monitoring the negative factors at work in the economy.

Stuart provides an update on Greece highlights include: contagion impacts, more caution on Europe and areas to watch.

Andy Rosenberger discusses recent economic data including industrial production, housing starts as well as some survey data on manufacturing.

What we like is higher interest rates mean the economy is improving and what we don't like is if rates rise too quickly it could stop people from borrowing money.

On this week's podcast recorded March 19, 2015, Stuart Quint, CFA focuses on a new and growing phenomenon in European fixed income-negative interest rates.

On this week's podcast recorded February 5, 2014, What we like is yields on investment-grade and high-yield corporate bonds have moved higher, what we don't like is the impact of lower oil prices on energy companies and what we're doing about it is keeping current weight to credit.

On this week's podcast recorded January 31, 2014, What we like is yields on investment-grade and high-yield corporate bonds have moved higher, what we don't like is the impact of lower oil prices on energy companies and what we're doing about it is keeping current weight to credit.

On this week's podcast recorded January 15, 2014, Stuart focuses on small markets potentially creating big implications for global markets.

On this week's podcast recorded December 30, 2014, Stuart focuses on three-points regarding Greece. 1) Greece has reemerged in world headlines, 2) Greek government collapsed as they failed to elect a new president by December 29, and 3) Impact on Europe is small and does not hurt prospects for full-blown QE.

On this week's podcast recorded November 24, 2014, Stuart focuses specifically on the elections and economics in Japan.