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Insights By Jeremy Forster
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Insights Posts
Article
5 min
FOMC: Cushioning the US labor market
Fixed Income Portfolio Manager Jeremy Forster analyzes the Fed's decision to cut interest rates at the September FOMC meeting.
5 min
Article
2026-10-31
Article
4 min
FOMC: Patiently waiting to ease
Jeremy Forster discusses the Fed's steady policy rates, inflation forecasts, and potential interest rate cuts amidst economic uncertainties.
4 min
Article
2026-08-01
Article
3 min
FOMC meeting: Misery loves company
Fixed Income Portfolio Manager Jeremy Forster explores the Fed's decision to hold rates, downgraded economic forecasts, and the implications of balance-sheet policy changes on inflation and market conditions.
3 min
Article
2026-03-31
Article
6 min
The high cost of unfunded duration — and some hope on the horizon
With many corporate DB plans thinking about managing their hedge ratios, members of our LDI Team explain the high cost of synthetic duration, how plans might want to think about this issue when targeting a specific duration profile, and why costs could improve over time.
6 min
Article
2026-03-31
Article
3 min
Fed in holding pattern
Fixed Income Portfolio Manager Jeremy Forster unpacks the US Federal Reserve's decision to pause its interest-rate-cutting cycle.
3 min
Article
2026-02-28
Article
4 min
Fed stays its course while acknowledging brewing winds of change
Our expert examines the underlying data which drove the Fed to stay its rate-cutting course.
4 min
Article
2025-11-30
Article
2 min
Powell back to waiting on inflation data
Our expert's key takeaways from the May FOMC meeting.
2 min
Article
2025-05-31
Quick Take
Fed’s projections yielded mixed results this year — what’s in store for 2024?
Our Fed watcher opines on 2023 policy and looks ahead to 2024.
Quick Take
2024-12-14
Article
Mind the liquidity (and cost) gap: Revisiting a plan’s hedge-ratio approach
Members of our LDI Team take a fresh look at the process of setting and managing liability hedge ratio targets, including liquidity considerations that are top of mind today and the implementation toolkit.
Article
2025-06-30
Quick Take
The Fed’s unenviable task for 2023
Fixed Income Portfolio Manager Jeremy Forster offers his forward-looking take on the Fed's comments and latest rate hike coming out of its December meeting.
Quick Take
2023-12-31
Quick Take
US inflation could prove "stickier" than many observers think. How might that influence Fed policy into 2023? Fixed Income Portfolio Manager Jeremy Forster opines.
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Quick Take
2022-12-31
Quick Take
With rising inflation and interest rates dominating the financial headlines in recent weeks, I have been fielding a flurry of colleague and client questions about the likely future trajectory of US monetary policy. While I don’t claim to have all the answers, especially with so many “known unknowns” as of this writing, here are my latest thoughts.
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Quick Take
2022-08-30
Quick Take
With inflation on the rise and all eyes seemingly on the Fed these days, Fixed Income Portfolio Manager Jeremy Forster shares his takeaways from the Federal Open Market Committee (FOMC)'s December 2021 meeting.
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Quick Take
2022-07-29
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