Market Insights

Following is a letter prepared on a quarterly basis by Mark Egan, managing director, for Reams’ clients and their consultants. In the letter, Mark summarizes his views on the current fixed income market and portfolio strategy.

Inflation is a Tricky Thing

Following is an annual Outlook prepared by the Reams investment team.

Reams Investment Outlook 2021

 

Past Market Insights

Stay safe, stay liquid, be patient, and be ready

What is the Point of Fixed Income?

“May you live in interesting times.”

But then, what would CNBC do all day?

“Everyone has a plan until …”

So What is Normal?

The Need for a Monetary Moses

“Pay no attention to that man behind the curtain …”

Gravitational Pull into the Black Hole?

Winter is Coming

What’s the Fed Got to Do with It?

Investing 101, No PhD Required

FOMO and Greed in a Long Bull Market

The Narrow Focus on a Single Variable