Macquarie Allegiance Capital prepares commentaries to keep our investors up to date with market activity and expectations. This includes a monthly newsletter featuring a review of the bond market, performance and market outlook. Commentaries and research papers are also published periodically, detailing in-depth analysis of fixed income markets, securities and methodology, etc.
Our most current commentaries are listed below.
Newsletter - November 2009
“Longer term trends in inflation and unemployment are important factors in our view of accommodative monetary policy.”
Comments on the MBS Sector - December 2009
“...where are valuations today and what are the implications as the Fed and Treasury unwind their purchase programs.”
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