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agrisham4
- Jan 9
- 4 min
2023 Macro Economic Forecast
Each year the Anfield investment team undertakes a comprehensive economic forecast for the following calendar year. The process begins...
51 views0 comments
agrisham4
- Dec 22, 2022
- 5 min
2023 Themes and Wild Cards
On December 1st and 2nd, 2022, the Anfield Investment Committee gathered for the 2022 Annual Economic and Investment Forum in Newport...
34 views0 comments
agrisham4
- Nov 11, 2022
- 5 min
Anfield Fixed Income Market Update: November 2022
Within the universe of high-yield (HY) fixed income, there are two important concepts: that of rising stars and fallen angels. Rising...
37 views0 comments
agrisham4
- Sep 22, 2022
- 5 min
Anfield Fixed Income Market Update: Mid-September 2022
During the first week of September, investors saw a data point unseen in over a generation—global bond markets are officially in a bear...
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agrisham4
- Aug 11, 2022
- 4 min
Anfield Fixed Income Update: August 2022
During a period where good news is seemingly bad news for the markets, and equity and fixed income markets cannot seem to find a clear...
43 views0 comments
agrisham4
- Jul 29, 2022
- 14 min
Mid-Year Economic & Market Forecast
The first half of 2022 was forgettable. Or at least, we would like to forget about it. There are many economic events taking place...
63 views0 comments
agrisham4
- May 13, 2022
- 4 min
Anfield Fixed Income Update: May 2022
As equity and fixed income markets continue to react to monetary tightening, inflationary readings, and continued supply-chain...
57 views0 comments
agrisham4
- May 6, 2022
- 4 min
Note on Recent Market Volatility
Good evening! Two months ago, we put a note together discussing the state of the markets. At the time, the Russian/Ukraine conflict was...
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agrisham4
- Apr 13, 2022
- 3 min
March 2022 Muni Market Summary
- Anfield Capital Management Municipal Market Performance (total return basis) – Source: CreditSights as of 4/6/2022 o ICE Muni IG...
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agrisham4
- Mar 10, 2022
- 4 min
Market Update Note
Dear client, There has been a lot that has transpired in the last two weeks, both on the geopolitical and economic fronts. If we didn’t...
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agrisham4
- Feb 24, 2022
- 3 min
Current Market Update
I woke up this morning with a familiar feeling—“Here we go, again.” We live in a time where equity markets are very volatile. Last night,...
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agrisham4
- Jan 25, 2022
- 3 min
Market Volatility Update
What a day! Global equity markets have had a rough and tumble start for 2022. Specifically, the U.S. markets have had a difficult time...
49 views0 comments
agrisham4
- Jan 18, 2022
- 4 min
Anfield Fixed Income Update: January 2022
Taking a moment to step back and analyze the composition and trajectory of the domestic fixed income market as the new year gets under...
44 views0 comments
agrisham4
- Jan 10, 2022
- 4 min
2022 Capital Market Expectations
The Anfield Investment Committee has completed stage three of our four-part annual forecasting process—setting our capital market...
56 views0 comments
agrisham4
- Dec 23, 2021
- 3 min
2022 Macro Economic Forecast
Each year the Anfield investment team undertakes a comprehensive economic forecast for the following calendar year. The process begins...
59 views0 comments
lcurie
- Dec 15, 2021
- 5 min
2022 Themes and Wild Cards
On December 2nd and 3rd, 2021, the Anfield Investment Committee gathered for the 2022 Annual Economic and Investment Forum in Newport...
96 views0 comments
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