Why the Bank of Japan’s Pivot Matters
Portfolio manager Bruce Monrad talks about the recent change in the Bank of Japan’s ultra-aggressive monetary policy and how it could ultimately affect both US and global markets.
Category: Insights
What happens if “transitory” inflation is in fact transitory?
Portfolio manager Bruce Monrad explains that “transitory” inflation may go away, but underlying inflationary pressures may linger in 2023.
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Northeast Investors Trust Overview (Video)
Here’s a brief look at Northeast Investors Trust’s history and why we view the high-yield bond market from a different—and more personal—perspective.
A Higher “Neutral Rate”?
Fed Chair Powell recently pointed out that the peak level of interest rates will be “higher than previously expected.” Bruce Monrad explains that there is also a risk that rates don’t come back down.
Earnings Season: Reading Between the Lines
Portfolio Manager Bruce Monrad explains what Northeast Investors Trust is looking for during the upcoming earnings season and what that might mean for inflation and interest rates.
Bond Market Update, Interest Rates & The Neutral Rate
Bruce Monrad discusses what’s going on in bond markets, where interest rates might be going, and how the Fed’s “neutral rate” may be shifting.
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A Hawkish Fed: How High Will They Go?
Fed Chair Jerome Powell reaffirmed the Fed’s commitment to a restrictive monetary policy, but are they still behind the curve?
The Impact of Quantitative Tightening
Chairman and Portfolio Manager, Bruce Monrad, discusses the potential economic impact of the Fed’s lesser known policy tool, Quantitative Tightening
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Investing in a Rising Rate Environment
Interest rates are steadily climbing. Find out why High Yield could be a great fit and how Northeast Investors Trust has outperformed during recent rising rate periods.
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Video: The Fed’s Dot Plot vs. Bond Market Projections
Portfolio Manager Bruce Monrad compares the Fed’s “dot plot” to bond market projections and discusses why the longer-term bond market is not pricing in future interest rate increases.
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