Section
Fixed Income
3477 posts
Why Energy-Driven Inflation Has the Fed Watching Expectations, Not Just Prices
By Sam Millette, Director of Fixed Income at Commonwealth Financial Network For the Federal Reserve (Fed), the real…
The Inflation Diversification Problem: Why the 60/40 Playbook Is Breaking Down Again
Man Group's Edward Cole makes the case for equity market neutral strategies as the more durable diversifier in a world where bonds can no longer be trusted to protect portfolios.
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…
Private Credit Under Pressure: Separating Signal from Noise
BMO Global Asset Management's Mark Jarosz on defaults, CLOs, and the retail-institutional divide
Stephen Dover: Are markets complacent?
When we asked some investors to rank their greatest economic fears, soaring oil prices topped the list. Yet equity markets have rebounded sharply and asset prices have snapped back, even as economic forecasters warn of mounting risks ahead. Are markets dangerously complacent or do resilient fundamentals support their optimism?
You can't eat total return—the income investing playbook is being rewritten right now | Jillian DelSignore
Listen on The Move Income investing has never offered more tools — covered call ETFs, buffer strategies,…
On My Mind: Geopolitical shock meets structural trends
The Iran conflict is the headline—but deglobalization and innovation are the story. Franklin Templeton Fixed Income CIO Sonal Desai shares her perspective on the two structural shifts that she believes matter most right now: retrenchment in globalization and accelerating innovation. Both point to higher yields—plus more volatility ahead.
BMO's Brent Joyce: The Smartest Thing You Can Do in a Geopolitical Crisis Is Also the Hardest
Markets don't wait for certainty. And neither, it seems, does Brent Joyce. On a recent Monday morning already…
The Bull Market Nobody Owns — And Why It's Just Getting Started
Meb Faber on Regime Change, the Concentration Trap, and the Portfolio Built for What Comes Next
Inflation’s First Official Debut
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways The March Consumer Price Index (CPI) rose +0.9% month…
The Bond Market: Iran, Inflation & Interest Rates
Rising oil prices and the historically inflationary aspects of war have changed expectations for Federal Reserve interest rate policy and have pulled Treasury yields higher.
A Fragile Pause Meets Its Biggest Test — Our Weekly Digest April 20, 2026
Forward-looking analysis of this week's most important investment themes The central tension we’re watching entering the week of…
Global Relief Brought New All-Time Highs
by Hubert Marleau, Market Economist, Palos Management On Friday last week, Tom Lee, head of research at Fundstrat…
The Four-Piston Portfolio: Why Diversification Needs an Engine, Not Just a Label
Listen on The Move What if the reason your portfolio fails you isn't the assets you picked…
Quick Thoughts: A helpful ceasefire, but a fragile pause
The US-Iran ceasefire has lifted markets; however, Franklin Templeton Institute’s Stephen Dover explains why this looks more like a relief rally rather than a definitive resolution. He also discusses where he sees possible opportunities ahead.