Latest commentary

For those of a prophetic disposition, the recent total solar eclipse in the US belongs to what scientists refer to as the Saros series, which has included eclipses in 1999, 1981, 1963, 1945, 1927, and 1909. Renowned US astrologer Marjorie Orr noted major political events occurring in those years: the impeachment of Clinton, the attempted assassination of Reagan, the assassination of JFK, the atomic bombing of Hiroshima and Nagasaki, the death of Franklin D. Roosevelt, and a period of civil unrest in Chicago that included an attempted assassination of President William Taft. There has been much written of parallels between this recent eclipse and the shenanigans in the White House since Trump’s inauguration. Astrologers point out that President Trump was born during a lunar eclipse, which they argue makes him more susceptible to their power. If it is to be believed that eclipses are monumental celestial events with real-world consequences, then the occurrence of the recent total solar eclipse could have major implications, especially given the rollercoaster ride of his early administration.

image description
Great American Eclipse

(60.17 KB)

image description
Decayed Decade?

(192.68 KB)

image description
Unknown unknowns

(504.13 KB)

image description

Media

Key Fixed Income Decisions & Themes

Kumar Palghat outlines the key themes and decisions investors face in thinking about fixed income portfolios.

Portfolio Managers Nick Maroutsos and Dan Siluk ring the NYSE Opening Bell!

In celebration of the successful November 2016 launch of the Janus Henderson Short Duration Income ETF (NYSE: VNLA, managed under the Kapstream/Janus Henderson Global Macro Fixed Income flagship ‘cash plus 2-3%’ strategy), Nick Maroutsos and Dan Siluk were invited to ring the opening bell at the NYSE on Tuesday 10th October.

Kapstream mindset and the swinging pendulum

, Kapstream 2016 Adviser Roadshow

Kumar Palghat discusses the mindset of the Kapstream team in constructing the portfolio.

Why we like credit as an asset class

, Kapstream 2016 Adviser Roadshow

Raymond Lee, Head of Credit and Portfolio Manager at Kapstream Capital, discusses the team’s view on credit and how it feeds into current portfolio positioning.

Will low interest rates save the economy?

Steve Goldman and James Bloom from Kapstream penned an article for Switzer around the long term effects of prolonged low interest rates. Click on the link to find out more.

How can I invest?

The global absolute return fixed income specialist.