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Fixed Income
3489 posts
Meb Faber: Do What Warren Does, Not What He Says
Buffett's famous advice is simpler than his actual record. Meb Faber wants investors to notice the difference.
Markets Don't Wait: Larry Swedroe on Efficiency, Alternatives, and the Only Portfolio That Matters
by Editorial Team, AdvisorAnalyst The question Pierre Daillie puts to Larry Swedroe near the top of the conversation1…
The Dividend Trap: Why Investors Keep Arriving Late to the Defense Party
Morningstar's Dan Lefkovitz maps a familiar pattern — and its costly consequences
Wanted: Buyers for Treasury Debt
How can demand for Treasury securities be sustained?
From the US Market Desk: Now what?
by Chris Galipeau, Senior Market Strategist, Franklin Templeton Institute Macro Our real gross domestic product (GDP) growth rate…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Still Too Hot
Schwab's Martin and Sonders on Inflation, the Fed's Next Move, and the Risks Building Beneath the Surface
Canadian ETF Market Hits Record Pace as Equity Demand Dominates 2026 Flows
BMO GAM's Hilly Cutler on where investors are moving money, why fees have never mattered more, and the sector surprises defining this year's performance
Canada Holds the Line—Why the Bank of Canada Should Stay on the Sidelines
Andrew Kelvin of TD Securities makes the case for patience — and explains why two hikes by year-end is the wrong call.
Diversification, Concentration, and the Case for Staying the Course
Charles Schwab's Liz Ann Sonders and Collin Martin unpack a market defined by earnings concentration, oil-driven volatility, and the enduring logic of portfolio construction.
The ETF Bubble Nobody Is Talking About | Dave Nadig
Listen on The Move The ETF industry has never been more powerful — or more crowded. Dave…
Everything in Its Right Place: Why a Falling-Apart World Demands a More Global Portfolio
Radiohead's fractured, disassembled opening to Kid A captured something in 2000 that portfolio managers are only now being…
The “Scarlet K”—A misleading consumption divergence story
The US outlook has been branded with a new scarlet letter: a K. The prevailing narrative describes a “K-shaped” economy overly reliant on consumption by high-income households. According to Franklin Templeton Fixed Income CIO Sonal Desai, that narrative is quite misleading. She notes that incomes have been rising broadly across the population and argues that the economy looks more resilient than the headlines suggest.
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…