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First Principles Quarterly – Winter 2014-15

02.01.2015
Topic First Principles Quarterly

Compass with rope coil

We are pleased to share the Winter 2014-15 edition of First Principles Quarterly.

First Principles Quarterly (“FPQ”) captures our portfolio management team’s insights across the global fixed income markets.

For the Winter, we investigate topics such as the “self-fulfilling prophecy” of policymakers; Mel Watt and the mortgage market; and the record highs of consumer debt.

We invite your feedback and comments.

View the First Principles Quarterly – Winter 2014-15 (pdf)