Section
Fixed Income
3267 posts
Market Overview: Equity Divergences, Volatility, and Fixed Income Signals
by SIACharts.com U.S. indices show a notable contrast between recent short-term strength and weaker year-to-date (YTD) performance. The…
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...
On My Mind: SchrĂśdingerâs economy
Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on the May FOMC meeting and press conference. Dr. Desai sees three layers of uncertainty that are keeping the US Federal Reserve extremely cautious and data-dependent: tariff uncertainty, economic uncertainty and broader policy uncertainty. Find out what this means for investors going forward.
Jurrien Timmer: TAMA (Week of 5/19/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company As much as I think…
Investing alongside change
by Rick Rieder, Global CIO of Fixed Income, BlackRock April's Incredible and Historic Moves: Risk-assets struggled amidst extremely…
Market chaos is harvesting income opportunities
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Canadian Preferred Equity: The Best-Kept Secret in Fixed Income for High-Quality, High Income
by Sandy Liang, CFA, Head of Fixed Income, Purpose Investment Partners In a market starved for income, where…
âWeâll Know It When We Hit a Treeâ: Gundlachâs Warning on Fed Paralysis & the End of U.S. Exceptionalism
Above All, Do No Harm â Or Do Nothing? Federal Reserve Chair Jerome Powell, during his latest post-FOMC…
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…
A substantial collection of fixed income opportunities
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Caution Over Exuberance: Navigating Q2 with BMOâs Guided Portfolio Strategy
âHope for the best, but prepare for the worst.â Thatâs the mantra underpinning BMO Global Asset Managementâs Q2…
Anatomy of a US Treasury Sell-Off
by Scott DiMaggio, CFA, HeadâFixed Income, AllianceBernstein The bond market has been extremely volatile the past couple of…
Neuberger Berman: Fixed Income Investment Outlook Q2 2025
by Fixed Income, Neuberger Berman Riding Out the Storm The Trump administrationâs announced tariffs have introduced new turbulence…
Buried Treasuries
by Shannon L. Saccocia, CFA, Chief Investment OfficerâPrivate Wealth, Neuberger Berman Why U.S. government bonds had a scare,…
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…
Looking at the Economic Data and Volatility in the Bond Market
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network Last week, the S&P 500 was up 5.7%, the…
