Insights

By Samarjit Shankar, Managing Director and Markets Strategist, Mariner Investment Group, LLC The spaceship is seemingly veering off course and the loss of control is spooking investors. Here are some telltale signs. Rampant inflation – highest in…

By: Samarjit Shankar, Managing Director and Markets Strategist, Mariner Investment Group, LLC The Federal Reserve has delivered a widely telegraphed 50 bps rate hike this week and signaled at least two more 50 bps increments in June…

Samarjit Shankar, Managing Director and Markets Strategist, Mariner Investment Group, LLC EG Fisher, Partner and Co-Chief Investment Officer, Mariner Investment Group, LLC The outlook for global growth and inflationary pressures has become increasingly uncertain and worrisome as…

By Samarjit Shankar, Managing Director and Markets Strategist, Mariner Investment Group, LLC The latest data on U.S. consumer prices for January showed an above-consensus surge in both headline and core inflation at 7.5% and 6% respectively. These…

By Samarjit Shankar, Managing Director and Markets Strategist Mariner Investment Group, LLC The flurry of data releases around the turn of the year have made it abundantly clear that the Federal Reserve has a fair bit of catching-up…

By EG Fisher, Partner and Co-CIO Mariner Investment Group, LLC The Federal Reserve has brought out their big guns. Just 6 weeks after their November 3rd FOMC meeting where they announced a taper to their asset purchases,…

By EG Fisher, Partner and Co-CIO Mariner Investment Group, LLC With the continuing strong inflation readings we are seeing in the US, we are suddenly faced with the very real prospect of a higher inflationary environment than…

By EG Fisher, Partner and Co-CIO Mariner Investment Group, LLC We are at a crossroads. With the possibility that the global pandemic’s influence on the markets may be receding, borders reopening and economies continuing to rebound, life…

By Michael Owens, Co-head of Mariner Galton Business Development and Investor Relations Why Agency MBS May Be the Hedge Investors Need in an Uncertain Market Environment Will the Fed raise rates or let the market cycle play…

By EG Fisher, Partner and Co-CIO Mariner Investment Group, LLC In the few short weeks since I last wrote on the subject of inflation and the attempts by the Federal Reserve to calm the markets about a…