Tom is a Head of Fixed Income and a Portfolio Manager at Brown Advisory, overseeing more than $6 billion in bond portfolios in both mutual funds and separate accounts. He has spent over 20 years in the fixed income business, concentrating on macroeconomic analysis. Prior to joining Brown Advisory, Tom was a managing director at Cavanaugh Capital Management. He served as a portfolio manager and was responsible for trading, analysis and management of taxable fixed income portfolios.
You can reach Tom on twitter @tdgraff
Recent Articles By The Author
Let's sort out the FOMC meeting, what bonds are telling us and how this could all play out.
This payroll result should be a reminder that just because there aren't a lot of new legal restrictions doesn't mean consumers won't change behavior.
And Chairman Jerome Powell in his Jackson Hole speech offered clues as to what could trigger an end to the Federal Reserve's zero interest rate policy.
Ahead of Jackson Hole, the Fed knows QE is doing more harm than good.
The bull view on bonds isn't totally crazy. The prudent thing is to remain defensive on rates.
Let see what employment numbers and weakening economic data could mean for policies such as quantitative easing tapering.