Tom Graff is a fixed income strategist for Brown Advisory, an independent investment advisory firm in Baltimore, Md. Graff is also the manager of the Brown Advisory Tactical Bond Fund (BATBX), a long/short fixed income fund.
Prior to joining Brown, Graff was a managing director and taxable fixed-income trader for Cavanaugh Capital Management in Baltimore. Graff earned a CFA charter in 2002.
The opinions expressed here are Graff's own and in no way the statements of Brown Advisory, and may or may not reflect the strategies being pursued for clients of Brown Advisory.
Graff welcomes your questions and can be reached at email@example.com.
Bank loans are definitely a candidate for bubble-like behavior as lending restrictions loosen.
A Fed governor's comments draw attention but do not signal a shift in monetary policy.
The theory that stocks should rally because bond money is waiting to jump into the market is wrongheaded.
The current crisis is unlikely to spread throughout Europe or present big risk to U.S. investors.
The market is likely to start pricing in expectations of near-term inflation.
The markets expect continued quantitative easing, but consider this contrary bond trade.
The Fed's likely reticence in ending QE will have several consequences for markets.
Here's where the FOMC members are likely to stand in terms of the fed funds rate.
Why Japan’s monetary policy matters to you.