Fixed Income Market Five: Episodes
Jim Keegan, CEO and CIO of Seix Investment Advisors, discusses recent economic developments, the unemployment picture, housing and provides his outlook for 2013<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/hXFZX4LSF0Y" height="1" width="1" />
Jim Keegan, CEO and CIO of Seix Investment Advisors, discusses what's happening in the global environment and gives his thoughts on the fiscal cliff and other issues in the post-election world.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/EWcu0YjbWsQ" height="1" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors, talks about the Fed's open-ended quantitative easing program that it put in place on September 13 and its potential long-term impact on the markets and inflation.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/YWUgpRginNw" ...
Perry Troisi, Senior Portfolio Manager at Seix Investment Advisors, discusses August's weak employment report and whether the lack of traction in the economy will spur the Central Bank to employ quantitative easing efforts in September.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/m7VHmkAbvPo" ...
Perry Troisi, Senior Portfolio Manager of Seix Investment Advisors, discusses how central bankers continue to look for ways to prevent the risk markets from re-pricing even though data does not seem to support their recent strong performance.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/JB-D01dewRI" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors discusses jobs, the Affordable Care Act and global issues and provides his outlook for the second half of 2012.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/WTwq1kHJWhc" height="1" width="1" />
Jim Keegan, CEO and CIO of Seix Investment Advisors discusses the potential "pull forward" effect a mild winter is having on current U.S. economic numbers, shares insights on some of the global issues and reviews some things investors should be keepi...<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/yEe72GDmOmQ" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors discusses market events in April, and discusses the impact that China's growth and European elections could have on the markets.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/oL2qMVZte4s" height="1" width="1" />
Jim Keegan, CEO and CIO of Seix Investment Advisors discusses the strong first quarter, the desire the Fed still has to do a QE3 and the continuing troubles in Europe.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/eEmsQ3IZhMo" height="1" width="1" />
Jim Keegan, CEO and CIO of Seix Investment Advisors discusses the continued strong data and some things that investors should keep their eyes on, especially the French election.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/xcvQ_W5zZGE" height="1" width="1" />
Jim Keegan, CEO and CIO of Seix Investment Advisors discusses the strong jobs report at the beginning of February, Greece's pending maturity payment and other issues that could impact the fixed-income market.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/ZlXPzYOpCTU" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors discusses how his out-of-consensus views at the beginning of 2011 slowly started to be adopted by the consensus and provides an outlook for 2012.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/qGUPwxHXHwM" height="1" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors discusses the issues in Europe which helped cause another month of extreme volatility in the markets. He also talks about the new unemployment rate and the underlying data.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/UHBZ-D1tSbM" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors, reviews Octobers market environment, discusses the issues in Greece and speculates on what a change in Fed voting members could mean for 2012.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/qmxGq1SaaFo" height="1" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors, reflects on the outlook he had at the beginning of the year, talks about how the relationship between interest rates and bond fund prices didnt always hold in third quarter and shares his thoughts ...<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/WQxONLXvk1Q" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors, talks about the events of August, the housing and employment picture and shares his views on the consensus expectation for a second half bounce.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/7DmwWoLnd4Q" height="1" ...
Perry Troisi, Managing Director and Senior Portfolio Manager for Seix Investment Advisors, discusses the impact of the U.S. debt debate on the fixed income market, as well as how Italy could add to the European issues.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/DRgV2giMlqU" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors, talks about how the combination of "risk off" and "risk on" in June was reflective of what's been going on in the fixed-income markets for the past year to year and a half.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/YFHCsRYdqW4" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors, talks about the general disconnect between economic data and the performance of the investment markets, and provides his insights into the balance of 2011 for fixed income.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/APCx6fXPctk" ...
Jim Keegan, CEO and CIO of Seix Investment Advisors, talks about housing, the impact of rising commodities prices on consumers and his outlook given that QE2 is coming to an end.<img src="http://feeds.feedburner.com/~r/TheFixedIncomeMarketFiveridgeworthInvestments/~4/8oYWVh0WyTw" height="1" width="1" />