Section
Interest Rates
1030 posts
Market chaos is harvesting income opportunities
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
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...
Lingering tariff concerns overshadow a win on inflation
by John Kerschner, CFA, Head of US Securitised Products, Portfolio Manager, Janus Henderson John Kerschner, Head of U.S.…
Fed Holds Rates Steady but Warns of Rising Risks
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. The Fed held the federal funds…
Criticism Of The Fed: Rule, Not Exception
by Carl Tannenbaum, Chief Economist, Northern Trust Central banks work best when left independent. As we’ve gone increasingly…
Caution Over Exuberance: Navigating Q2 with BMO’s Guided Portfolio Strategy
“Hope for the best, but prepare for the worst.” That’s the mantra underpinning BMO Global Asset Management’s Q2…
When certainty is scarce...
by Michael Contopoulos, Deputy CIO, Richard Bernstein Advisors Fixed income investors value certainty above all else. Certainty brings confidence…
Powell Downplays Progress, Risks Becoming Trump’s Scapegoat
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Jurrien Timmer: Twilight of The Bull
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Testing Resistance It’s now week…
Volatility is the theme of the moment
by Nick Goetze, Fixed Income, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for…
The Consumer Is Tapping Out
by Lance Roberts, RIA The recent implementation of tariffs has the media buzzing about increased recession odds as…
Time to Cut Rates
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Howard Marks: Nobody Knows (Yet Again)
by Howard Marks, Vice-Chairman, Oaktree Capital On Monday, September 15, 2008, shortly after the close of the New…
Making sense of Treasury jitters
by Stephen Dover, CFA, Head of Franklin Templeton Institute, Larry Hatheway, Global Investment Strategist, Rick Polsinello, Senior Market Strategist Following…
Tariffs, Tensions, and Trade Troubles: Randall Bartlett Unpacks the Economic Outlook for Advisors
As the dust settles on another round of trade turbulence between Canada and the United States, following the…
Stagflation, Tariffs, and Tumbling Stocks: The Start of the Next Recession—or Best Buying Opportunity Since 2009?
by Hubert Marleau, Market Economist, Palos Management April 5, 2025 Last week, I wrote: “The bottom line is…
