Section
Fixed Income
3500 posts
PIMCO's 2026 Secular Outlook: Rupture Is Not Transition — and the Bond Case Has Never Been Stronger
by AdvisorAnalyst.com Editorial Staff The world is not adjusting. It is breaking. That is the central, unambiguous message…
Buyable pullbacks. Be prepared.
by Chris Galipeau, Senior Market Strategist, Franklin Templeton Institute Macro Our forecast for real gross domestic product (GDP) growth…
Three Rules, One Signal: Driving With One Eye on the Mirror
Riverfront's Kevin Nicholson says the market is still investable — but the easy part of the rally may be behind us
IPOs, Rate Uncertainty, and the Economy's Mixed Signals
The hype is real. The numbers are staggering. But according to Schwab's Liz Ann Sonders and fixed income…
Passive Bond Management Is an Oxymoron — And the Data Proves It
By Editorial Team, AdvisorAnalyst Why the conventional wisdom on active management doesn't apply to bonds — and what…
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
Are Bessent’s Hands Tied?
by Kevin Flanagan & Maggie Lucier, WisdomTree Key Takeaways With the 10-year Treasury yield pulling back from 4.67%…
Bill Gross: America’s hegemonic glory is under threat
Along with excessive ‘guns and butter’ spending, that risk means long-term Treasuries are expensive
Five themes driving multi-sector fixed income in 2026
by Damien McCann, David Bradin, Greg Garrett, Capital Group KEY TAKEAWAYS AI investments, earnings growth, fiscal stimulus and a…
The Safe Haven Illusion: Why the Old Playbook for Portfolio Protection No Longer Works
HSBC Asset Management's Global CIO Jean Charles Bertrand puts it plainly: "Diversification has rarely felt more necessary — or more complicated." That tension is the organizing thesis of the firm's May 2026 Multi-Asset Insights report, and the implications for advisors are significant.
Fundamental backdrop strong. Watch for pullbacks.
by Chris Galipeau, Senior Market Strategist, Franklin Templeton Institute Macro Our real gross domestic product (GDP) growth forecast for…
Bending, Not Breaking: Jan Hatzius on a World That Keeps Surprising to the Upside
Goldman Sachs' chief economist says the global economy is holding together — but the risks haven't gone away.
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?