Section
Fixed Income
3227 posts
Systematic Equity Outlook: Trading policy uncertainty
by Raffaele Sevi and Jeff Shen, Systematic Investing, Blackrock The second Trump presidency marks a new regime for…
Strategic Asset Allocation 2025: A 3-to-5-Year Perspective of Markets
by George Smith, Portfolio Strategist, LPL Research As we move deeper into 2025, LPL Research's Strategic and Tactical…
How Tariffs Impact Credit Markets
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
2022-lite
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors As we begin 2025, there are striking similarities…
Safe Haven From the Trade War?
by Jeffrey Kleintop, CFA® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
Do Commodities Really Hedge Inflation?
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments The usual spin on why you should…
Navigating Tariffs & Inflation (With Dr. Richard Clarida)
by Liz Ann Sonders, Chief Investment Strategist, Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd.…
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…
Income diversification for uncertain times
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors US economic resilience should continue to serve…
DB's George Saravelos: Markets “severely underpriced” the risk of renewed trade war
In a stunning escalation of trade tensions, the Trump administration has announced sweeping tariffs covering 44% of total…
Magnificent 7 to the Rescue!
by Asset Allocation Committee, Confluence Investment Management The traditional role of Treasurys as a safe-haven asset has eroded.…
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 number of key themes —…
Is the Bond Market Worried About Inflation?
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency. by Lawrence Gillum, CFA,…
The Price of Progress
by Carl Tannenbaum, Ryan Boyle and Vaibhav Tandon, Northern Trust We explore how evolving priorities under the new…
