May 2020 – Bond Market Review

Financial market turbulence eased in April and the S&P 500 index increased 12.7% in the month, even as economic data weakened. Supported by a historic fiscal and monetary response, we believe equity market participants are generally looking through the weak economic data and expect conditions to improve in the second half of the year. First […]
April 2020 – Bond Market Review

Financial markets were extremely turbulent in March, driven by a high level of uncertainty and fear regarding the impact of the COVID-19 pandemic on the global economy. The S&P 500 index declined 20.0% in the first quarter and the average option adjusted spread on investment grade corporate bonds (based on the ICE BofA US Corporate […]
March 2020 – Bond Market Review
Financial markets experienced significant turbulence during the month of February, driven by a high level of uncertainty about the impact of coronavirus on global economic growth. We believe this was further exacerbated by rising US political uncertainty ahead of this year’s presidential election. The US Treasury market was particularly volatile during the month, amid a […]
Chandler’s Professionals to present at the CDIAC’s 2020 Advanced Public Funds Investing

The Analytics of Portfolio Decision-Making The Advanced Public Funds Investing will take place from January 15-16 in Claremont, California. On Thursday from 8:45 AM – 12 PM, Chandler’s Portfolio Strategists Carlos Oblites, SVP and Christopher McCarry, SVP, will lead a workshop that will provide participants the chance to build and manage a portfolio. The case […]
Chandler’s 2020 Economic Outlook

We expect US economic growth to moderate in 2020 toward trend growth of 1.8% compared to 2.3% in 2019. Our thesis is largely underscored by the belief that the impact of monetary policy on economic growth is somewhat lagged, and the more accommodative monetary policy stance of the Federal Reserve (Fed) and other global central […]
Chandler’s Professionals at the 2019 ACWA Fall Conference & Exhibition

Supporting ACWA’s Conference Theme: Partnerships in Action! We are excited to attend the Association of California Water Agencies Fall Conference in our beautiful hometown of San Diego from December 3-6, 2019! Our professionals look forward to seeing our clients, partners, and friends at breakout sessions, during network breaks, or at the exhibit hall (booth #406). Read […]
Chandler’s Professionals to present at the CGFOA’s 2019 Annual Conference

Strategies for Investing in the Current Market Environment The 2019 Annual Colorado Government Finance Officers Association conference will take place from November 19-22 in Pueblo, Colorado. On Wednesday from 2-3 PM, Chandler’s Portfolio Strategists Scott Prickett, EVP and Julie Hughes, SVP, will lead a session that will address how market forces impact interest rates, the […]
Negative Yields – And Why They’re Unlikely to Happen in the U.S.

[et_pb_section fb_built=”1″ _builder_version=”3.22″][et_pb_row _builder_version=”3.25″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”][et_pb_column type=”4_4″ _builder_version=”3.25″ custom_padding=”|||” custom_padding__hover=”|||”][et_pb_text _builder_version=”3.27.4″ background_size=”initial” background_position=”top_left” background_repeat=”repeat”] Imagine a world where lenders pay you to borrow money from them; debt service on mortgages is structured so you pay back less than the amount borrowed; bank deposits cost you rather than earn you money. This is becoming the […]
Recession or Slower Growth?
A popular recession warning has been flashing red recently
The $4 Trillion Conundrum

An Analysis of the Federal Reserve’s Balance Sheet and Reduction