Today we are releasing our Q1 2016 Market Outlook and Strategy Report. In this issue, we review the tumultuous quarter we experienced and its impact on our strategies.
We also provide a discussion of the promise and pitfalls of negative nominal interest rates, the newest addition to the arsenal of the European and Japanese central banks. While we don’t think the U.S. is going to go in this direction, the Fed is taking a serious look. In the meantime, expect lower interest rates for longer, much longer it seems.
