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Featured Commentary & Analysis

Renuka Kumar, CFA

Observation Deck
June 02, 2014 Posted by

SVB Asset Management's monthly Observation Deck newsletter covers current topics on portfolio management, credit considerations and market events that influence investment strategy. The main article for the June edition, "The Fed’s Exit Strategy," discusses the next move for the Fed and when we could see a change to the current monetary policy.

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CIO Vantage Point; Economic Outlook
June 21, 2013 Posted by
The Fed's non-move, China's bubble bursting, mortgage reform (again!) and LIBOR finger-pointing.
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CIO Vantage Point; Economic Outlook
November 08, 2013 Posted by
IPOs, GDP, ECB, and S&P! (oh my!)
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Economic Outlook
February 16, 2012 Posted by
The Brazen Dozen is a list of events that I believe have a 40 percent probability of occurring during the year. These events skirt the outposts of probability. The objective is to think outside the box with regard to economic, market, and political activity so that we may better prepare for the 100-year floods that seem to occur so frequently.
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CIO Vantage Point; Economic Outlook
September 21, 2012 Posted by
TFJ is up featuring private equity, BOJ, QE3, housing, CFAs, and of course Europe.
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