Fixed Income Market Five

China and Europe continue to have a major influence on global markets

Mon, 07 May 2012 00:00:00 -0400

Jim Keegan, CEO and CIO of Seix Investment Advisors discusses market events in April, and discusses the impact that Chinas growth and European elections could have on the markets.

"Risk on" seemed to be the theme of the first quarter, but Europe still has major issues to deal with

Wed, 11 Apr 2012 00:00:00 -0400

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.

Data remains strong, but investors should keep their eyes on Europe and the French election

Mon, 12 Mar 2012 00:00:00 -0400

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.

January data was better than expected, but jury is out on whether it is sustainable

Mon, 13 Feb 2012 00:00:00 -0500

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.

A review of 2011 for the fixed income markets and an outlook for 2012

Fri, 06 Jan 2012 00:00:00 -0500

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.

Another brutally binary month caused, in large part, by Europe struggling to solve its debt issues

Thu, 08 Dec 2011 00:00:00 -0500

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.

Headline risk, confidence votes and a potential return to the printing press in 2012?

Tue, 08 Nov 2011 00:00:00 -0500

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.

When interest rates go down, bond prices are supposed to go up, right?

Thu, 06 Oct 2011 00:00:00 -0400

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 ...

The banking system remains fragile and "consensus" views may need to be rethought

Thu, 08 Sep 2011 00:00:00 -0400

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.

The U.S. Debt debate, performance of corporate bonds, and potential trouble in Italy are discussed

Mon, 08 Aug 2011 00:00:00 -0400

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.

June was a "brutally binary month" and a microcosm of the past year.

Mon, 11 Jul 2011 00:00:00 -0400

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 whats been going on in the fixed-income markets for the past year to year and a half.

The disconnect between economic data and market performance continues

Wed, 08 Jun 2011 00:00:00 -0400

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.

Negative home equity and rising commodity prices weigh on many consumers

Wed, 11 May 2011 00:00:00 -0400

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.

"Risk On" was the theme of the day as it related to the investment landscape.

Thu, 07 Apr 2011 00:00:00 -0400

Jim Keegan, CEO and CIO of Seix Investment Advisors, talks about how riskier assets continued to do well in the first quarter, as the Fed's zero interest rate policy is pushing income-starved investors out the yield curve.

Things investors should keep their eyes on...or not.

Fri, 04 Mar 2011 00:00:00 -0500

Jim Keegan, CEO and CIO of Seix Investment Advisors, talks about domestic and global factors that are having an impact on the fixed income markets, highlighting the oil market and food prices.

Is Congress really trying to create jobs?

Fri, 04 Feb 2011 00:00:00 -0500

Jim Keegan, CEO and CIO of Seix Investment Advisors discusses recent policy moves by Congress, provides his views on the state of the housing market and reviews fixed income market performance.

Look out for 2011 Volatility

Tue, 11 Jan 2011 00:00:00 -0500

Jim Keegan, CEO and CIO of Seix Investment Advisors, provides a quick review of 2010 and discusses factors that could lead to a volatile but positive year for fixed income.