Section
Fixed Income
3212 posts
Canada’s Inflation Rate, U.S. Bank Earnings, AI’s Next Wave
by The Editor's Desk, AGF Investments A mid-week analysis of what’s happening in global financial markets from the…
Just How “Rich” Is U.S. Credit
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways Investment-grade (IG) and high-yield (HY) spreads, at +80 basis…
Are Return Expectations For 2025 Too High?
by Lance Roberts, RIA In a recent post, I discussed Wall Street’s return estimates for 2025 for the…
Stephen Dover: Trump day 1–Implications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Yesterday, Donald Trump was inaugurated…
Jurrien Timmer: Life is a Festival of Disruption (Week of 1/21/25)
by Jurrien Timmer, Director of Global Macro for Fidelity Management & Research Company Remembering the Great David Lynch…
Bonds – The dual benefit
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Schwab Market Perspective: Markets vs. Economy
by Liz Ann Sonders, Kathy Jones, & Jeffrey Kleintop, Charles Schwab & Company Ltd. Strong U.S. economic data…
Market Ethos: Yield-to-Risk Ratio
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. In this Market Ethos, we explore a different lens…
Staying nimble and diversified: Capitalizing on income opportunities in 2025
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors While the US economy proved more resilient…
2025 focus themes: fiscal headaches, monetary prudence, productivity and volatility
by Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income As 2025 gets underway, I want to highlight…
The Meaning of a Dramatically Steeper Curve
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments As we enter 2025, the yield curve is…
Bond Vigilantes Strike Back: The Fed's Dilemma and What It Means for Investors
by Hubert Marleau, Market Economist, Palos Management January 10, 2025 Based on metrics that we usually rely on…
Howard Marks: On Bubble Watch
by Howard Marks, Vice-Chairman, Oaktree Capital Exactly 25 years ago today, I published the first memo that brought…
Bonds are boring… and that’s a good thing!
by Doug Drabik, Fixed Income, Raymond James The most celebrated and watched markets on the planet are the…
Treasury Bonds: Riding the Range
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. Yields may trade in a wide…
