Articles from the author

Rising inflation and rates could make the return of market volatility structural, not temporary.

A strong corporate culture is good for employees, good for customers and good for business

Do not allow trade-talk noise to distract from the rates and inflation signals

A well-governed business works like a partnership

Loans have been defensive relative to high yield bonds, but were not necessarily a way to cash in on rising rates

Finding — and sticking to — the facts will be especially crucial for investors in the months ahead

The rising cost of currency hedges may require a rethink for fixed income portfolios

From macro to micro, munis to high yield, the GOP’s tax reforms will impact bond markets

As rainclouds part to reveal synchronised global growth, policymakers ponder structural challenges

Next year’s rising inflation and capex uptick could make this recovery “normal”

Markets were encouraged by the Fed’s stronger, more confident approach

Fed has a wide open backstretch to get in front of the market