Mariner Investment Group, LLC

This week’s CPI report surprised almost all market participants with Core CPI printing only +.16% month over month. Investors who just a short month ago had quickly adjusted to the Fed’s remarks after May’s off-cycle meeting would be forgiven for any feelings of whiplash they experienced following this new print and subsequent Fed commentary. Suddenly a September rate cut is back on the table. +.16% Strikes Back, indeed. EG Fisher, Partner and Chief Investment Officer, gives us his take on the inflationary environment and the Fed’s evolving rate strategy.    #inflation #interestrates #fixedincome #economy #Fed https://lnkd.in/dgh2Zn5N

For an off-cycle meeting of the Federal Reserve, this week’s FOMC and the subsequent press conference were far more interesting than usual. While the Fed made no move on rates, subsequent comments made more of the same sound, well, different. Or, straight up with a twist. That’s the take of EG Fisher, Partner and Chief Investment Officer, who delves into the latest FOMC Statement and press conference to help decipher what he thinks it all means. #inflation #interestrates #fixedincome #economy #Fed https://lnkd.in/eU4qZuMc

CMBS is often a misunderstood asset class and, for the discriminating investor, offers pockets of opportunity even in today’s challenging commercial real estate marketplace. Portfolio Manager, @Robert Neighoff, recently spoke with @Bendicte Gravrand from @Opalesque to set the record straight on CMBS and why he believes the present moment is ideal for alternative investors to use CMBS to capture the hidden alpha opportunity.   You can read the interview here: https://lnkd.in/emKQ-YD3   #CMBS #CRE #alternativeinvesting #hedgefunds  

A bump in the road or something more? The March FOMC left rates unchanged, but comments by Fed Chairman Powell about QT left a lot of room for interpretation. EG Fisher, Partner and Chief Investment Officer, takes a closer look at what was said – and not said – and makes a call on the timing of the beginning of the Fed’s taper.   #inflation #interestrates #fixedincome #economy #Fed #QT https://lnkd.in/eksrXePG

Doves or hawks? Or is it just about sticking the (soft) landing? EG Fisher, Partner and Chief Investment Officer, delves into the January 31 FOMC Statement and press conference and why they could easily have led an investor to two different conclusions. Fisher then zeroes on what this all might mean for the start of the Fed’s anticipated easing.   #inflation #interestrates #fixedincome #economy #Fed https://lnkd.in/eyC4mzN2

A group of Mariner colleagues volunteered at Larchmont Mamaroneck Hunger Task Force Food Pantry, helping pack nutritional bags of groceries for over 400 residents of Larchmont and Mamaroneck. Witnessing the substantial need for food resources in our local community highlighted the importance of our collective efforts. As we move forward, the commitment to giving back remains at the core of Mariner's values. #communityimpact #volunteering