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    January 5, 2026
    Reams Asset Management Director of International Economic Analysis Antonina Tarassiouk shared that her firm expects valuation and volatility to be more important than forecasts in the coming year. Read her remarks in Chief Investment Officer.
     
    December 1, 2025
    With key economic data lagging and the Fed in a fog, “be prepared for increased volatility,” Reams Asset Management Head of Securitized Products Neil Aggarwal told Chief Investment Officer. Read the article here.
     
    October 28, 2025
    How quickly could businesses and consumers feel the effects of Fed rate cuts? In USA Today, Dimitri Silva of Reams Asset Management explains that interest rate changes take time to ripple through the economy. Read the article online.
     
    June 15, 2025
    Reams Asset Management Fixed Income Analyst Antonina Tarassiouk discussed emerging market currencies with Bloomberg.

    Read the full Bloomberg article here. (subscription required)
     
    March 18, 2025
    James Camp, CFA, Managing Director of Fixed Income and Strategic Income at Eagle Asset Management, told Bloomberg Surveillance that "there's more inertia to inflation in a post-COVID economy than the Fed is giving credit for." In his view, we could be in a higher-inflation economy for the next decade.
     
    March 12, 2025
    Several forces have driven interest rates into “no man’s land,” but Todd Thompson, CFA, Reams Asset Management Deputy Chief Investment Officer and Managing Director, discussed how uncertainty around tariffs and other policies could amplify the challenges facing corporate credit.

    Read his full remarks in MarketWatch (subscription required).
     
    Jan. 12, 2025
    Given the "looming questions" about fiscal policy and potential tariffs, "if the inflationary picture that we have absent those risks is also moving in the wrong direction, I think that might challenge market expectations" about the effort to bring down inflation and the path of interest rates, Matt Orton, CFA, Chief Market Strategist at Raymond James Investment Management, told Reuters.

    Read the full Reuters article here.
     

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