Section
Interest Rates
1138 posts
The Inflation Diversification Problem: Why the 60/40 Playbook Is Breaking Down Again
Man Group's Edward Cole makes the case for equity market neutral strategies as the more durable diversifier in a world where bonds can no longer be trusted to protect portfolios.
Five things the new Fed Chair should know…but might not
Richard Bernstein, Global Head of Macro & Customized Investing, flags five key aspects of the deglobalization and inflation backdrop that suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Looking beyond conflict: Viewing volatility as opportunity
by Steve Watson, Equity Portfolio Manager, Capital Group Investors are climbing a high wall of worries in 2026.…
You can't eat total return—the income investing playbook is being rewritten right now | Jillian DelSignore
Listen on The Move Income investing has never offered more tools — covered call ETFs, buffer strategies,…
BMO's Brent Joyce: The Smartest Thing You Can Do in a Geopolitical Crisis Is Also the Hardest
Markets don't wait for certainty. And neither, it seems, does Brent Joyce. On a recent Monday morning already…
A Fragile Pause Meets Its Biggest Test — Our Weekly Digest April 20, 2026
Forward-looking analysis of this week's most important investment themes The central tension we’re watching entering the week of…
Rate Cuts on Backburner
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios If you expect Kevin…
Oil, Yields, and the Economy's Long Hangover
Charles Schwab's Liz Ann Sonders and Collin Martin parse the war's economic aftershocks, the inflation treadmill, and what earnings estimates are actually telling investors.
Global inflation shows signs of easing
by BeiChen Lin, CFA, CPA, Senior Investment Strategist, Head of Canadian Strategy, Russell Investments Key takeaways Tariff ruling…
Conflicting Data, Conflicting Results
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Is inflation rising or falling? Is unemployment solid or…
What a Warsh Fed chair could mean for the economy
by Pramod Atluri & Ritchie Tuazon, Capital Group President Trump picked former U.S. Federal Reserve (Fed) governor Kevin…
Global rates begin to diverge
by Riti Samanta, Co-Head of Global Fixed Income, Russell Investments Key takeaways Fed leaves borrowing costs unchanged Differences…
2025’s Inflection Point: When “Running It Hot” Becomes the New Baseline
Research Affiliates’ Jim Masturzo on inflation persistence, fiscal fragility, and why valuation discipline matters more than ever
Will Kevin Warsh Fix the Fed?
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Fed Leadership in Flux: The Road Ahead for Kevin Warsh
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network After much speculation and wild swings in market expectations,…