WrapManager's Wealth Management Blog
When life changes, we can help you thoughtfully respond.

Comparing Central Banks with Macquarie Allegiance

Posted by Valerie De Vol | IACCP®, Chief Operating Officer

March 28, 2011

Money manager Macquarie Allegiance compares the actions of the US, EU and Chinese central banks over the last decade and how certain trends may be fading. "A lot of attention is on the Federal Reserve policy outlook, unsurprisingly because the economy is proving strong and the second round of quantitative easing is scheduled to end in June 2011. However, an international perspective would suggest that the Fed is no longer leading global policy; in fact the Fed is likely to be the next to last major developed country central bank to tighten monetary policy."

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Allegiance Capital

Higher Treasury Yields Likely - Macquarie Allegiance

March 2, 2011
Money manager Macquarie Allegiance's February newsletter details why they think Treasury yields will continue to increase, especially in ... [+] Read More

Macquarie Allegiance's 2011 Rollercoaster Ride

February 3, 2011
Money manager Macquarie Allegiance's January commentary reviews 2010 and provides their outlook for 2011. Graham McDevitt, the Co-Chief ... [+] Read More

Happy Bond Investors with Allegiance Capital Management

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Fixed income remains our asset class of choice. With the Fed signaling its willingness to unleash QEII and a faltering growth outlook, ... [+] Read More

Macquarie Allegiance - March 2010 Fixed Income Commentary

May 18, 2010
In our January publication, we stated that 2010 may be the year of duration and have warned clients of the need to manage duration risk. ... [+] Read More