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Interest Rates
782 posts
Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
By David Stonehouse, MBA, CFA®, SVP & Head of North American and Specialty Investments, AGF Investments Inc. To…
September 19, 2023
The Fed will cut rates in 2024
by Jared Dillian, MFA, The 10th Man That’s a bold prediction in the title. I believe it will…
September 18, 2023
Higher Rates & A Shutdown On The Menu
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
September 18, 2023
Inflation Expectations
by William Smead, CIO, Smead Capital Management Dear fellow investors, As the chart below shows, investors are demanding…
September 6, 2023
EMs begin to cut rates as inflation trends lower
by Kirstie Spence & Harry Phinney, Fixed Income Portfolio Managers, Capital Group Brazil’s central bank kicked off a…
September 4, 2023
MFS' Rob Almeida and Erik Weisman: A Mid-Year Conversation on the Economy
Global Investment Strategist Rob Almeida and Chief Economist Erik Weisman discuss the current state of the economy, including…
September 1, 2023
What Are Interest Rates? (What are they?)
by Jared Dillian, The 10th Man Interest rates are the penalty you pay for purchasing something today instead…
August 25, 2023
Is there a rhyme or reason in this market?
by Nick Goetze, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for bond investors.…
August 23, 2023
3 questions for Canadian bond investors
by Timothy Ng & Thomas Reithinger, Fixed Income Portfolio Managers, Capital Group After one of the worst bond…
August 17, 2023
Not All Recession Theories Make Sense
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
July 31, 2023
Beyond the Headlines: Accelerated Risk and Opportunities for Investors
by Victoria Higley, Institutional Equity Portfolio Manager, Owen Murfin, Institutional Fixed Income, Portfolio Manager, MFS Investment Management, &…
July 23, 2023
Yogi Berra said: “It’s tough to make predictions, especially about the future.”
by Hubert Marleau, Market Economist, Palos Management July 21, 2023 At the moment, the U.S. economy is in…
July 23, 2023
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
July 20, 2023
Seller's Inflation
by Vaibhav Tandon, Senior Economist, Northern Trust Corporate profits are being challenged by market forces, diminishing pricing power.…
July 18, 2023
2023 Midyear Outlook: Asset Allocation Risks and Opportunities
by Brian Price, CFA®, Managing Principal, Investment Management and Research, Commonwealth Financial Network® What a year it has…
July 13, 2023