2022 Capital Market Expectations
The Anfield Investment Committee has completed stage three of our four-part annual forecasting process—setting our capital market...
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agrisham4
Dec 23, 20213 min read
2022 Macro Economic Forecast
Each year the Anfield investment team undertakes a comprehensive economic forecast for the following calendar year. The process begins...
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lcurie
Dec 15, 20215 min read
2022 Themes and Wild Cards
On December 2nd and 3rd, 2021, the Anfield Investment Committee gathered for the 2022 Annual Economic and Investment Forum in Newport...
98 views0 comments
lcurie
Oct 20, 20214 min read
September 2021 Monthly Muni Market Summary
Municipal Market Performance (total return basis) – Source: CreditSights as of 9/30/2021 ICE BofAML Muni Index (U0A0): September returns...
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lcurie
Aug 17, 20213 min read
July 2021 Monthly Muni Market Summary
Municipal Market Performance (total return basis) – Source: CreditSights as of 7/31/2021 ICE BofAML Muni Index (U0A0): July returns of...
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lcurie
Aug 17, 20214 min read
2021 Mid-Year Capital Market Expectations
The Anfield Investment Committee took on a mid-year review of our capital market expectations (CME’s) from earlier in 2021. As we have...
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lcurie
Aug 17, 20213 min read
2021 Mid-Year Macro-Economic Forecast
The Anfield Investment Committee just completed its mid-year review of the firm’s macro-economic forecast. The team revisited factors...
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lcurie
Jun 1, 20215 min read
Anfield Fixed Income Update: May 2021
What is a ‘Fallen Angel’? In Fixed Income, a Fallen Angel refers to a bond that was initially given an investment-grade rating but has...
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lcurie
Apr 15, 20214 min read
Monthly Muni Market Summary April 2021
Municipal Market Performance (total return basis) – Source: CreditSights as of 3/31/2021 ICE BofAML Muni Index (U0A0): March returns of...
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lcurie
Mar 19, 20215 min read
Anfield Fixed Income Update: March 2021
In the US Federal Reserve’s most recent Federal Open Market Committee (FOMC) address on March 17th, Chairman Jerome Powell maintained a...
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lcurie
Mar 15, 20214 min read
Monthly Muni Market Summary: March 2021
Municipal Market Performance (total return basis) – Source: CreditSights, Lipper as of 2/28/21 ICE BofAML Muni Index (U0A0): February...
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lcurie
Mar 12, 20213 min read
Anfield Interest Rate Outlook Update: March 2021
In light of recent events that have occurred so far this year, the Anfield team believes it is necessary to update our 2021 year-end...
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lcurie
Feb 25, 20214 min read
Anfield Fixed Income Update: February 2021
Volatility surrounding the US Treasury (UST) curve picked up significantly during the month of February, bringing both the belly and long...
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lcurie
Feb 4, 20214 min read
What's a GameStonk?
The mechanics of what happened—and is still happening—with GameStop’s shares (GME) are clear to us. Short squeezes take many forms and...
62 views0 comments
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Jan 25, 20214 min read
2021 Capital Market Expectations
The Anfield Investment Committee has completed stage three of our four-part annual forecasting process—setting our capital market...
43 views0 comments
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Jan 15, 20213 min read
2021 Macro Economic Forecast
Each year the Anfield investment team undertakes a comprehensive economic forecast for the following calendar year. The process begins...
32 views0 comments
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Dec 23, 20205 min read
2021 Themes and Wild Cards
On December 10th and 11th, 2020, the Anfield Investment Committee gathered (virtually!) for the 2021 Annual Economic and Investment Forum...
57 views0 comments
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Oct 22, 20205 min read
Why I’m Not Concerned About the Outcome of the Election
With the Democratic convention behind us, and the Republican convention drawing to a close, we are being asked what seems like a simple...
38 views0 comments
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Mar 12, 20204 min read
How Much Is Too Much?
Our team was recently made aware of a Bloomberg opinion article by Jim Bianco discussing the Treasury’s actions and how influential they...
45 views0 comments
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