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  1. How Can I Protect My Portfolio From the Inflation Boogeyman?

    Northern Trust's Mark Carlson, State Street's Chris Goolgasian, and Merk Investments' Axel Merk discuss ways investors can hedge against rising inflation concerns, including the potential usage of commodities, gold, and TIPS, the effects of Fed action, and more.

  2. Today's Most Dominant Risk Factor

    All asset classes are currently being driven by central bank policy measures, and understanding the risks are critical for portfolio construction, says PIMCO's Vineer Bhansali.

  3. Bond Excitement and Concerns for 2013

    BlackRock's Rick Rieder expects the bond market to focus more on alpha creation next year, but investors should watch for rising duration risk as well as ongoing troubles in Europe.

  4. Merk: More Positive on the Eurozone than Most

    Merk Funds' Axel Merk says the European Central Bank will spend and print less money than the Fed in the face of economic problems.

  1. Two Problems with Easy Money

    Opinions and statements of financial market trends that are based on current market conditions constitute our judgment and are subject to change without notice. We believe the information provided here is reliable but should not be assumed to be accurate or complete. The views and strategies ...

  2. Policy Hits or Misses to Drive Global Bond Markets in 2013 (Part 1*)

     

  3. Altegris 04 2012 Market Commentary

     

  4. All Bark, No Bite

     

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