News & Insights
+.16% Strikes Back
Wednesday was a big day for the markets this week. First, at 8:30 a.m. we got a game changing CPI report. Then, an FOMC meeting and ...
Straight Up with a Twist
For an off-cycle meeting of the Federal Reserve, this week’s meeting and the subsequent press conference were far more interesting than usual. ...
Just a Bump in the Road
For an FOMC meeting resulting in no rate change, this meeting certainly offered market participants a clear insight into the Fed’s thinking. T ...
The Fed Tries to Stick its (Soft) Landing
For anyone who read the FOMC’s statement and listened to the Federal Reserve’s press conference on January 31 and felt like they were getting ...
SVB Fallout and the Fed’s War on Inflation – Where This Leaves Investors
Only a few trading days into the current regional banking crisis that culminated with the closures of Silicon Valley Bank and Signature Bank a ...
The Fed Crushes Dreams, Dashing Hopes Of A Quick Pivot
Will they or won’t they? For anyone left wondering about what lies in store for Federal Reserve rate policy after last week’s FOMC meeting, it ...
Inflation – One Swallow Does Not A Summer Make
Investors and policymakers are in data dependent mode, especially given the current critical juncture of the global economy and the financial ...
Houston, We Have … Many Problems
The spaceship is seemingly veering off course and the loss of control is spooking investors. Here are some telltale signs. Rampant inflation – ...
More Variables, Volatility and Vexations Ahead
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 and ...
The Fed’s Strong Medicine and Its Side-Effects
Samarjit Shankar, Managing Director and Markets Strategist, Mariner Investment Group, LLC
EG Fisher, Partner and Co-Chief Investment Offic ...
Mariner Investment Group Announces Investment Leadership Team Transitions
NEW YORK (March 7, 2022) – Mariner Investment Group today announced some exciting changes to its leadership team. The seamless evolution ...
Who let the hawks out? Turbulence ahead as the Fed’s response unfolds
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% respect ...
Fed Up with Inflation Already – The Plot Thickens and the Pace Quickens
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 t ...
The Fed Summons the Cavalry At Another Historic Fed Meeting
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 a ...
Fed Pivot Catches Fixed Income Investors Offsides – Who is Poised to Gain?
With the continuing strong inflation readings we are seeing in the US, we are suddenly faced with the very real prospect of a higher inflation ...
A Brave New World for Fixed Income Investors
We are at a crossroads. With the possibility that the global pandemic’s influence on the markets may be receding, borders reopening and econom ...
Short Agency MBS Basis
Why Agency MBS May Be the Hedge Investors Need in an Uncertain Market Environment
Will the Fed raise rates or let t ...
Friday’s Unemployment Report Will Be The Most Significant Since The Pandemic Began
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 poss ...
Base Effects or Breakaway Inflation?
The latest CPI Index signals an end to the Risk Parity Era and ushers in a new Era of Volatility
Last Wednesday’s blockb ...
Mariner Investment Group Completes Management Buyback from ORIX Corporation USA
NEW YORK (JULY 16, 2020) – Mariner Investment Group, LLC (“Mariner”), the global alternative investment manager, announced today that it ...
ORIX Corporation USA and Mariner Investment Group Agree to Buyout by Mariner’s Management
NEW YORK and DALLAS (April 23, 2020) – ORIX Corporation USA (“ORIX USA”) and Mariner Investment Group (“Mariner”) today announced they have re ...
EG Fisher Joins Mariner Investment Group as co-CIO and Head of Liquid Market Strategies
NEW YORK (May 21, 2019) Mariner Investment Group, the global alternative asset manager and subsidiary of ORIX Corporation USA (ORIX USA), toda ...
Curtis Arledge Joins Mariner Investment Group as Chairman and CEO
NEW YORK (March 28, 2019) It was announced today that Curtis Arledge, 53, has joined Mariner Investment Group, LLC, the global alternative inv ...