Section
Interest Rates
997 posts
Will History Rhyme? Fixed Income Themes During the First Trump Administration
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Early in the second Trump administration, tariff threats…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Trumpās Tariff Shockwave: Derek Holt Breaks Down the Impact
Derek Holtās Saturday Night Tariff Thrashing delivers a scathing assessment of the Trump administrationās abrupt trade war escalation.…
The opportunity right in front of investors
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
MFS: 2025 - Six Key Themes
by Market Insights Team, MFS Investment Management SUMMARY As investors look to 2025, a numberĀ of key themes ā…
The Price of Progress
by Carl Tannenbaum, Ryan Boyle and Vaibhav Tandon, Northern Trust We explore how evolving priorities under the new…
Growth is from Mars, value is from Venus
by Owen A. Lamont, Ph.D., Senior Vice President, Portfolio Manager, Research, Acadian Asset Management There is no such…
From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)
Here are highlights from the J.P. Morgan "Guide to the MarketsĀ® U.S. | 1Q 2025" which focuses on:…
High Hopes, Solid Grounds
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is…
JPM's David KellyāNavigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTreeās 2025 Investment Outlook
āBig stock market leadership changes need some ruction, some big change in the system,ā WisdomTreeās team observes in…
What to Watch for in 2025: Productivity, Immigration and the Dollar
by Hubert Marleau, Market Economist, Palos Management January 1, 2025 At this time of the year, predictions about…
Vanguardās 2025 Outlook: Beyond the Soft Landing and Into Uncharted Tensions
As the world gears up for 2025, Vanguardās Chief Global Economist, Joseph Davis, and team have released a…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Quick View ā The Fed decision: Higher growth comes at a price
Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk discuss how the Federal Reserveās (Fed) December decision illustrates that sustained U.S. economic growth comes at the price of a higher rate trajectory.
Fixed Income Sector Views: Signs of progress, signals of caution
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income team…
