A Portfolio Manager's Opinionfrom KCG
Independent market commentary and portfolio construction insights — written for RIAs who want a practitioner's perspective, not a press release.
About this column: These posts represent the independent views of a portfolio manager at KCG and are published in partnership with Michol Corp Florida. They are intended for informational purposes only and do not constitute investment advice.
2 posts
A Tale of Two Bond Markets
As a Portfolio Manager and a Traditionalist bond investor, I am quite happy with where the bond market is today. Traditionalists are very different from Retail bond investors; Thus, two bond markets!
Let's Not \"Twist\" Again
Treasury efforts to push long-term interest rates lower may reduce the government's near-term borrowing costs — but they don't address the underlying fiscal problem. A personal commentary on debt, market signals, and the limits of intervention.
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