Entries by tex3mjf

Why Trump’s Fed Approach Matters to Markets

Stephen Isaacs, head of investment committee at Alvine Capital, explains why markets will be driven by U.S. President-Elect Donald Trump’s choices to fill vacancies on the Federal Reserve and looks forward to European elections. He speaks on “Bloomberg Markets.” http://www.bloomberg.com/news/videos/2016-11-14/why-trump-s-fed-approach-matters-to-markets


A ‘Very Positive’ View of a Trump Win for the Economy

Stephen Isaacs, chairman of the investment committee at Alvine Capital Management, previews the first U.S. presidential debate and discusses why he thinks a Trump victory is “going to happen.” He speaks with Guy Johnson and Caroline Hyde on Bloomberg Television’s “On The Move.” http://www.bloomberg.com/news/videos/2016-09-23/a-very-positive-view-of-a-trump-win-for-the-economy

Should Markets Brace for Rising Rates Imminently?

DoubleLine Capital Chief Investment Officer Jeffrey Gundlach said it’s time for fixed-income investors to prepare for rising interest rates and higher inflation by reducing the duration of their positions, moving money into cash and protecting against volatility. Alvine Capital Management’s Stephen Isaacs discusses with Bloomberg’s Nejra Cehic and Manus Cranny on “Countdown.” http://www.bloomberg.com/news/videos/2016-09-09/should-markets-brace-for-rising-rates-imminently

Monetary policy is a dead duck: Expert

Stephen Isaacs, chairman of the investment committee at Alvine Capital, criticizes central bank policy and warns bonds offer no value to investors. http://video.cnbc.com/gallery/?video=3000541935&play=1

Will Trump’s Tax Pledge Give him a Poll Boost?

Small-business and manufacturers’ groups praised a proposal by Republican presidential candidate Donald Trump to take the U.S. federal corporate tax from the highest to one of the lowest among developed nations. Trump included a call for a 15 percent corporate rate in a Detroit speech where he outlined other tax and economic reforms. Business groups […]

Alvine’s Isaacs Says Juncker Should Resign Over Brexit

Stephen Isaacs, fund manager at Alvine Capital Management, discusses how Brexit impacted banks and why he says Jean-Claude Juncker should resign. He speaks with Guy Johnson and Caroline Hyde on Bloomberg Television’s ‘On The Move.’ (Source: Bloomberg) http://www.bloomberg.com/news/videos/2016-06-26/alvine-s-isaacs-says-juncker-should-resign-over-brexit

Oil Will Head Lower Soon, Says Alvine’s Isaacs

OPEC’s strategy to defend market share over prices is working as oil approaches $50 a barrel amid rising demand and declining output from producers including U.S. shale companies, Kuwait’s acting oil minister said. Oil will end the year at $50 a barrel and the market will rebalance in the third or fourth quarter of the […]

The problems facing Draghi and his stimulus Measures

European Central Bank President Mario Draghi’s plan to start buying corporate bonds alongside asset-backed securities and government notes is driving down debt costs in the region. There are signs that years of stimulus are starting to encourage companies to borrow but the measures, which included lowering the deposit rate to minus 0.4 percent, have so […]

Alvine board member new CIO role

Alvine’s Advisory Board member Aoifinn Devitt was named Chief Investment Officer of the Chicago Policemen’s Annuity & Benefit Fund. http://www.pionline.com/article/20160324/ONLINE/160329915/chicago-policemens-fund-selects-new-cio