Recent articles featuring quotes from Northeast Investors Trust Portfolio Manager Bruce Monrad.
March 24th, 2021 – The Bond Buyer
Chairman Bruce Monrad commented on Federal Reserve Board Chair Jerome Powell’s Senate testimony in The Bond Buyer. Monrad notes Powell was “consistent,” as he pointed to the pros of the economy running a bit “hot” when questioned about asset bubbles.
Subscribers may read the article here.
March 22th, 2021 – Financial Times
Chairman Bruce Monrad discussed Monday’s market moves with the Financial Times. Bruce points to the “axiomatic” inverse correlation between the Nasdaq and Treasury.
Subscribers may read the full article here.
March 17th, 2021 – S&P Global Market Intelligence
S&P Global Market Intelligence asked Chairman Bruce Monrad to comment on Powell’s messaging ahead of the FOMC meeting.
Find Bruce’s thoughts here.
February 9th, 2021 – Chief Investment Officer
Chairman Bruce Monrad identifies spot indicators for rising inflation in Chief Investment Officer Magazine. For the full article (membership required, free), click here.
December 16th, 2020 – The Bond Buyer
Chairman Bruce Monrad commented on Wednesday’s FOMC meeting in The Bond Buyer. “As expected, Powell felt comfortable during the press conference in crossing out of the Fed’s normal lane and urging fiscal stimulus,” commented Monrad. Read the full article here.
November 10, 2020 – Money Life
Chairman Bruce Monrad joined Chuck Jaffe for “The Big Interview” segment of his Money Life Show to discuss high yield’s corollaries to equities in the current market. “Whether corporate taxes go up or down, that really doesn’t affect high yield bonds,” Monrad says. Listen to the podcast here.
November 8th, 2020 – The Boston Globe
What are the biggest economic challenges awaiting the Biden administration? Portfolio manager Bruce Monrad tells The Boston Globe that COVID still “governs everything” when it comes to the economy. Read why here.
November 2nd, 2020 – MarketWatch
Chairman Bruce Monrad’s article “How a Biden Victory—And Higher Taxes—Could Provide a Surprising Tailwind for High Yield” was quoted in MarketWatch’s analysis of the election’s impact on the markets. “High yield investors use earnings to assess whether companies are financially strong enough to meet future obligations,” noted Monrad. Read the full article here.
November 1st, 2020 – The Wall Street Journal
The Wall Street Journal’s Akane Otani spoke with Chairman Bruce Monrad to get his thoughts on how Wall Street is reacting to the election. He warned investors to be cautious “because the paradigm might change” quickly, like it did in the days following the 2016 election. Read the full article here.
October 30th, 2020 – Chief Investment Officer
Larry Light of Chief Investment Officer wrote a comprehensive article, “Biden Tax Hikes Would Help Junk Bonds, Says Market Savant,” which featured insights from Chairman Bruce Monrad’s “How a Biden Victory—And Higher Taxes—Could Provide a Surprising Tailwind for High Yield.” Read the full CIO article here.
October 9th, 2020 – Bloomberg Radio
Portfolio Manager Bruce Monrad spoke with Bloomberg Baystate Business on Friday, October 9, 2020, to discuss the weekly market recap and central factors influencing the outlook as well as what investors are watching overseas. Listen at (33:08) to hear his interview.