October 21, 2020—A demand for income and a reduction in supply of higher-quality instruments have led investors to look beyond garden-variety government and investment-grade corporate for some yield love. Tony welcomes Jeff Katz, Managing Director, TCW/Metwest, to explore what fixed income bubbles have been or are in the process of being created as a result of monetary policy—and whether any of these bubbles are at risk of popping.
In the October issue of our monthly flagship publication, we feature:On the Record by Chief Investment Officer Tony Roth, where he explains why the best investors are often those who don’t succumb to emotional decisions, as well as the upcoming elections and their likely effects on markets and the economy.
September 30, 2020—Tony is once again joined by Charles Plosser, president and CEO of the Federal Reserve Bank of Philadelphia from 2006 to 2015, to explore the potential risks of overcommunication from the Fed, and just how reliable rate and inflation dynamics can be two to three years down the road. Hear whether Plosser sees the central bank as becoming more—or less—effective over time.