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Observation Deck
February 03, 2014 Posted by
Observation Deck is a monthly newsletter published by the SVB Asset Management team. In this February 2014 issue our headline commentary, What Investors Can Expect in 2014, covers what to anticipate from the Fed in the year ahead with the confirmation of Janet Yellen as the new head of the central bank.
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Economic Outlook
January 31, 2014 Posted by

In Ben Bernanke's final meeting as Chairman of the Federal Reserve Open Market Committee, the Fed announced a second $10 billion reduction in monthly bond purchases and did not make any significant changes to the FOMC statement.

 

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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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Economic Outlook
December 18, 2013 Posted by
In the last Federal Reserve Open Market Committee meeting of the year, the Fed announced changes to its current monetary policy which included a modest tapering of asset purchases.
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Capital Access; Technology
December 16, 2013 Posted by
Cloud computing companies that have developed business models based on recurring revenue streams continue to attract attention in the press and the investment community.
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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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Technology
November 12, 2013 Posted by
This week I had the opportunity to interview and introduce three more amazing CEOs to a few of our clients in San Diego, Dallas and Seattle as part of our 30 for 30 CEO events this year. We hosted Dr. Paul Jacobs, the CEO of Qualcomm, Spencer Radcoff, the CEO of Zillow and T.Boone Pickens, who really needs no introduction.
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Economic Outlook
October 30, 2013 Posted by

The Federal Reserve Open Market Committee voted today to keep the federal funds rate unchanged at zero to 0.25 percent. Today's statement from the FOMC had very few revisions.

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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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