Interest rates

Fed unlikely to hike interest rates before April, minutes show

Most Federal Reserve officials agreed their new policy guidance means they are unlikely to raise interest rates before late April, and a number of them expressed concern that inflation could remain...

January 07, 2015 | 03:54 pm
Monetary policy divergence becoming unusually explicit

Monetary policy divergence becoming unusually explicit

Monetary policy divergence — and the opportunities and downfalls it presents — is set to take center stage in conversations among global money managers in 2015, with expectations that...

December 22, 2014

New concerns arise for asset owners, but an old one never left

Asset owners will have some relatively new worries in 2015 — geopolitical risk, oil-price declines and the impact of changes in mortality tables on funding — but there’s also a...

December 22, 2014
Alpha opportunities seen from continuing volatility

Alpha opportunities seen from continuing volatility

Hedge fund managers are confident that 2015 will — at last — bring the levels of volatility and dispersion they need to outperform equity markets and re-establish their reputation as...

December 22, 2014

Fed will be ‘patient’ in raising rates

Federal Open Market Committee members announced Wednesday they “can be patient in beginning to normalize the stance of monetary policy,” said a statement at the end of a two-day meeting.

December 17, 2014 | 03:35 pm
Managers shifting to new reality of fixed income

Managers shifting to new reality of fixed income

The fixed-income trading desks of larger money managers are setting prices of trades instead of discovering them while applying the electronic trading skills of their equity brethren to adapt to the...

December 08, 2014
Fed minutes show caution over foreign markets

Fed minutes show caution over foreign markets

Some members of the Federal Open Market Committee remain concerned about slower-than-expected economic growth in the coming months if foreign economies continue to struggle, said minutes from their...

November 19, 2014 | 03:49 pm

Bank of Japan expands QE program in surprise move

Bank of Japan announced an expansion of its quantitative and qualitative easing program, shocking the currency markets and bolstering stocks.

October 31, 2014 | 11:19 am
Fed stops bond buying, stays with federal funds rate near zero

Fed stops bond buying, stays with federal funds rate near zero

The Federal Open Market Committee’s bond-buying program will end this week, members announced Wednesday at the end of a two-day meeting, citing “substantial improvement” in the...

October 29, 2014 | 03:32 pm

Money managers tame their expectations on the economy, survey shows

More money managers are adopting a moderate outlook on U.S. economic growth, a quarterly survey by Northern Trust shows.

October 16, 2014 | 04:13 pm
GARP managers hold firm on EAFE portfolios despite losses

GARP managers hold firm on EAFE portfolios despite losses

Some global growth-at-a-reasonable price money managers are coping with client losses stemming from underperforming Europe, Australasia and Far East strategies.

October 13, 2014

Fed sees pickup in economic growth

Members of the Federal Open Market Committee expect faster economic growth in the second half of 2014 and in 2015 under current monetary policy, according to minutes from the September meeting that...

October 08, 2014 | 03:21 pm
Appetite for yield is driving demand for real estate, say panelists

Appetite for yield is driving demand for real estate, say panelists

The hunt for yield is driving global investors' interest in adding real estate to their portfolios and creating selling opportunities for holders of core property portfolios, said speakers at the...

October 07, 2014 | 10:02 am
 Draghi says ECB will purchase assets for at least two years

Draghi says ECB will purchase assets for at least two years

The European Central Bank will buy assets for at least two years to boost inflation and economic growth in the eurozone.

October 02, 2014 | 10:32 am
Fed: One more month of tapering, funds rate stays low

Fed: One more month of tapering, funds rate stays low

Members of the Federal Open Market Committee voted to finish tapering their bond-buying program with a final $15 billion in purchases in October.

September 17, 2014 | 03:48 pm