January 31, 2023 The path and pace to higher interest rates in 2022 and its impact on the bond market was like a steep and strenuous climb for even the most seasoned hikers. Setting out from the valley floor, at the lowest interest rates in history, the terrain grew quickly and increasingly challenging as the … Continued
Watch Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, join CNBC’s Squawk Box to discuss our view on bonds in this environment. The content was produced and provided by an unaffiliated third party entity. We are providing this video as a convenience only and such provision does not imply that Sand Hill or any of … Continued
July 20, 2020 During WWII, the U.S. government aggressively sold war bonds to individual citizens, urging them to buy bonds to help support the war, and it proved to be a very successful campaign. Today, we are fighting a different kind of “war”, but we are not exactly being enticed by the government to save … Continued
Sand Hill’s Chief Investment Officer, Brenda Vingiello, CFA, returned to CNBC’s Halftime Report on August 28, 2019 to discuss interest rates and the current state of the bond market. Her commentary begins at the 1:45 mark in the video. The content was produced and provided by an unaffiliated third party entity. We are providing this … Continued
Investors have had a lot to be excited about thus far in 2017. With stocks reaching new all-time highs and longer-term interest rates trending lower, every asset class, with the exception of commodities, has delivered a positive return. However, two important markets – the U.S. stock market and the U.S. bond market – have begun … Continued
Liquidity, or the lack of it, is what everyone seems to be talking about relative to the bond market these days. What does it mean and why should we care? Don’t we just buy and hold bonds until they mature? Not so much anymore. A security is perceived to be liquid if quantities, large and … Continued
“Under current law, on Jan. 1, 2013, there’s going to be a massive ‘fiscal cliff’ of large spending cuts and tax increases. All those things are hitting on the same day, basically. It’s quite a big event.” – Ben Bernanke There is always a lot to be said for keeping things simple, and it is … Continued