Section
Fixed Income
3178 posts
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoneyâs Alternative Exchange1 event in mid-November 2024 (youâll have to register to watch it, and itâs worth it), three of the industryâs boldest voicesâDavid Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)âstepped onto the stage.
Three-Peat? A Market Recap and Analysis
by Craig Basinger, Purpose Investments, & Team, Purpose Investments Jump To Trump Term 2.0 Equities â Can US…
Fixed Income Macro Views: The return of (trade) policy uncertainty
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
Three Ways Investors Can Capitalize on Election-Driven Rate Volatility
by Gershon Distenfeld, CFA, Faid Malik, and Monica Carlson, AllianceBernstein Investors in US fixed-income markets may want to…
A Basket of Uncertainty Bolsters the Dollar
by Quincy Krosby, PhD, Chief Global Strategist, & Joshua Cline, Associate Analyst, LPL Financial The dollarâs continued climb…
Credit Spreads: The Markets Early Warning Indicators
by Lance Roberts, RIA Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.…
An investor's guide to potential U.S. policy changes in 2025
by Paul Eitelman, Russell Investments Executive summary: U.S. policies are set for a major reshaping as full Republican…
U.S. public debt: Where is the breaking point?
by Tryggvi Gudmundsson, Economist & Jayme Colosimo, Investment Director, Capital Group The sustainability of U.S. public debt has…
Economic Strength Drives Jump in Long-Term Rates
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
2025 investment outlook: After the landing
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Base case - We expect significant monetary policy…
Bonds? We Donât Need No Stinking Bonds!
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Investors have been piling into all-equity one-ticket solutions.…
Diversifying for income in todayâs markets
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Although the US economy remains resilient, labor…
Paul Tudor Jones: I Wonât Own Fixed Income
by Lance Roberts, RIA Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing…
Howard Marks: Ruminating on Asset Allocation
by Howard Marks, Vice Chairman, Oaktree Capital When I travel to see clients and spend entire days discussing…
