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
The newly released minutes from the December Fed meeting show just how it plans to handle the quantitative easing portfolio -- and how far it could go.
There should be enough momentum already in the economy to keep core inflation measures well above 3% for at least a couple quarters.
The central bank dropped a hawkish bomb in the press release that I don't think many were expecting. Here are my thoughts on what was said and what comes next.
Here's what Powell's testimony and Omicron mean moving forward -- and why I'm still optimistic despite long-term bond yields falling while short-term yields rise.
Let's dig into the big news and reports that were piled on just before Thanksgiving.