TYO

The Economics of Gaming Consoles (SNE, MSFT)

Margin levels for both gaming consoles and games collectively is a central component for gaming business management and analysis.

Isobar Named to Fast Company's 2021 List of the 100 Best Workplaces for Innovators

Fast Company today announced its third annual Best Workplaces for Innovators list, honoring businesses and organizations that demonstrate a deep commitment to encouraging innovation at all levels. Global digital experience agency Isobar, a dentsu company, ...

10-year Treasury yield continues plunge as analysts reassess forecasts

LPETTET/iStock via Getty Images A prolonged drop in U.S. Treasury yields is catching bond and fixed income traders by surprise, as well as other investors in the broader financial markets.

BTIG seeks 'clarity' - and investment ideas - in any U.S. election outcome

"What will We the People wake up to on 11/4?" asks BTIG, in an election-themed note "in search of clarity" in a market overwhelmed by key themes, particularly the coronavirus

The Impact Of Today's Low-Interest Rate Environment On Investors

In response to the global COVID-19 recession, central banks across the world unleashed synchronized monetary stimulus to backstop the economy.With the lack of inflation pressure, and higher tolerance for inflation overshoots, central banks globally are likely to keep interest rates low for a long time.Today’s low-interest rate environment creates some challenges for investors looking for adequate returns through bonds, but great opportunities for borrowers and equity investors.

'Blue Wave': The Other Side Of The Trade

Examine the possibility that a "blue wave" is not necessarily "growth-friendly" and how fixed-income investors should plan for such an outcome.A "blue wave" results in a potentially higher tax, an increased regulatory environment and a less "business-friendly" setting, which could ultimately result in slower economic growth.If the UST market does embrace "the other side of the trade," investors should take a more "strategic" approach to fixed-income asset allocation and be mindful of the current and prospective shape of the yield curve (relatively flat now, potentially steeper later).

A Historic Capital Rotation Is On Tap

Global economic growth has underwhelmed versus expectations generally since 2011.Lower than expected growth versus expectations has caused investors to chase growth at almost any price, and duration in their bond investments almost at any price.This crowded investment landscape is about to experience a wholesale change, with global growth outperforming expectations led by China and the United States.

Market Stumbles As Stimulus Hopes Fade

Over the last few weeks, we have discussed much of what happens to the stock market both pre- and post-presidential elections.With no stimulus currently on the horizon and a resurgence of economic weakness, there is more than a reasonable risk we may see more disappointment in economic data ahead.We currently have more equity exposure than we are comfortable with.However, technically, there is no reason to reduce exposure as trends remain positive sharply, the sentiment remains clearly bullish, and volatility remains suppressed.We are still hedging portfolios by holding slightly higher levels of cash and adjusting the duration of the bond portfolio to mitigate drawdown risk.