October 2016 Market Monitor
Listen to short interviews with Counsel’s investment specialists and get their latest views on current market themes. Market Monitor is hosted by Rana Chauhan, Counsel’s Chief Investment Strategist.
U.S. Market Valuations and the Fed’s Stance on Interest Rates
|Coralie Witter, Portfolio Manager and Senior Analyst at Marsico Capital Management talks about valuations in the U.S. market, the upcoming U.S. election, and the impact to our portfolio of the Fed’s stance on interest rates.|
New Expectations for High Yield
|In this segment Paul Scanlon, Portfolio Manager and Co-Head of Fixed Income at Putnam Investments discusses the effect of interest rates on high yield investments. He also gives us his thoughts on the potential impact of the upcoming U.S. election on our mandate.|
Slow Growth in China, a Strengthening U.S. Dollar, and the Risks of Negative Interest Rates
|In this segment Anthony Kettle, Portfolio Manager within the Emerging Market Corporate Team at BlueBay Asset Management talks about China’s debt load and the impact of the U.S. dollar on emerging market debt. He also shares his thoughts on negative interest rates.|