Advisories, Observation Deck

 

CIO Vantage Point; Advisories
January 31, 2014 Posted by
In SVB’s Following the Fed video, we discuss the implications of the Fed’s recent meeting, the appointment of Janet Yellen as chair and the latest employment numbers.
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Observation Deck
January 03, 2014 Posted by
There is an old saying in the trading world, "sell on the rumor and buy on the news." This quote fits perfectly with how the bond market reacted to events in 2013. The year began with hopes of a "Great Rotation," in which investors would sell bonds and invest in riskier assets such as equities, which prompted speculation that yields would increase. Despite vastly improved economic fundamentals in the U.S., bonds remained well-bid as the Fed made no indication that it would tighten in the near future. This is not to say that there wasn't any volatility in the bond market.
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CIO Vantage Point; Advisories
December 20, 2013 Posted by
In our latest Following the Fed video we discuss recent Federal Reserve's decision to "taper" quantitative easing.
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Observation Deck
December 02, 2013 Posted by

One of the most relevant metrics this past year has been the unemployment rate. The driving force behind the focus on the unemployment rate has been the slow road to recovery post the financial crisis in which the U.S. lost over 8 million jobs, as well as the Federal Reserve announcement that it is targeting an unemployment rate of 6.5 percent before raising interest rates. Since that target was announced the unemployment rate has garnered a lot of attention.

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CIO Vantage Point; Advisories
November 07, 2013 Posted by
In this installment of our economic series, Following the Fed, we discuss the outlook for Fed action in the near future, including a possible shift in philosophy once Janet Yellen is confirmed as the chairman. Listen to Joe Morgan, Chief Investment Officer of SVB Asset Management, and Frank Amoroso, Managing Director in Silicon Valley Bank Private Equity Services, in this lively discussion of the U.S. economy.
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Advisories
October 11, 2013 Posted by
To ease the corporate cash investment process, you may wish to adopt a methodology for categorizing your corporate cash by its usage.
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CIO Vantage Point; Advisories
October 01, 2013 Posted by
Silicon Valley Bank’s Following the Fed explores the Fed actions and the resulting market reaction. In this video we discuss the Fed’s decision not to taper.
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Advisories; Observation Deck
October 01, 2013 Posted by
At the September Federal Open Market Committee (FOMC) meeting, which was regarded as the most highly anticipated meeting of the year, officials jolted markets with the announcement of no tapering of bond purchases at this time. In the headline commentary of Observation Deck, "Summer of Volatility," portfolio manager Renuka Kumar discusses how recent bond market volatility has been driven by the Fed and monetary policy.
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Advisories
September 24, 2013 Posted by

The Fed's decision in September not to scale back bond purchases will support the markets in the short term, but could have long term consequences.  This regular review of Fed activity discusses the market's reaction to the non-taper as well as the potential for Fed action in the near future.

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