Are Bond Yields Compensating Investors for Inflation
Bourgeoning inflation anxiety has many bond investors concerned about being adequately compensated.
The Intersection of Quality and Valuation
Valuation is an important and final component of our expected Total Shareholder Return (TSR) framework.
Where Did the Bond Vigilantes Go?
In the face of extremes, the bond market remains surprisingly calm. Given these circumstances, one might ask, “Where did the bond vigilantes go?”
The Natural Rate of Interest
The natural rate is theoretical, that is, unobservable, but it is nonetheless of extreme importance to both policymakers and investors.
The Psychology of Inflation
We believe that the psychology of both inflation amongst consumers and wages amongst workers will be key determinants of future inflation.
The State of the Consumer
At Crawford Investment Counsel (Crawford), we believe the financial condition of the U.S. consumer has rarely been better.
Defining Return Expectations by Employing a TSR Framework
Our internally developed TSR methodology is one important enhancement to our proprietary process that relies entirely on our produced research & analysis.
The Savings Glut: The Good and the Bad
The issues surrounding savings and investment and resulting saving gluts are complicated and multifaceted.
The High-Grade Bond Market Today: Compressed Yields & Longer Duration
Since the Global Financial Crisis, changes in the U.S. high-grade bond market are exposing passive fixed income investors to a heightened level of risk.
The World is Uncertain, Just Look at Earnings Expectations
It’s no secret that more stable earnings and dividends are what we strive to seek over the longer term for our investors.
Stock Rating System
We utilize a formal, subjective stock rating system to communicate how we are evaluating individual investment opportunities.
Winning with Quality in the Consumer Discretionary Sector
At CIC, we seek high-quality companies for long-term investment.
