Browsing Category
Fixed Income
3054 posts
Declaring Independence From the U.S.
by Jeffrey Kleintop, CFAĀ® Managing Director, Chief Global Investment Strategist, Michelle Gibley, & Heather O'Leary, Charles Schwab &…
April 25, 2024
Rising Treasury yields, falling oil prices, and hawkish talk from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Hawkish talk intensifies - Last week brought hawkish…
April 23, 2024
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
April 23, 2024
Odds and ends
by Drew O'Neil, Fixed Income, Raymond James Drew OāNeil discusses fixed income market conditions and offers insight for…
April 17, 2024
Plot Twist: U.S. Economic Outlook
by Carl Tannebaum, Vaighav Tandon, Ryan Boyle, Northern Trust The Northern Trust Economics team shares its outlook for…
April 17, 2024
Smead: Higher Natural Rates
by Cole Smead & William Smead, Smead Capital Management As we finish the first quarter of 2024 and…
April 16, 2024
Why are U.S. yields rising? Itās the economy!
by Shailesh Kshatriya, Russell Investments Executive summary: Despite likely Fed rate cuts this year, U.S. government bond yields…
April 16, 2024
Breadth and Balance
by Erik L. Knutzen, CFA, CAIA, Chief Investment OfficerāMulti-Asset Class, Multi Asset Strategies ā EMEA, Neuberger Berman The…
April 15, 2024
Should I stay (Short-Term) or should I go (Long-Term)?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
April 11, 2024
Flash Insights: March inflationāYet another reason to delay easing
by Nikhil Mohan, Economist, Franklin Fixed Income March US consumer prices rose faster than expected. The reacceleration in…
April 11, 2024
Russell Investments: 2024 Strategic positioning update
by Russell Investments Strategic Asset Allocation Team Executive summary: The current macroeconomic backdrop mandates prudent portfolio management amid…
April 10, 2024
Picton Mahoney Investment Review & Outlook Q2 2024: Is the Fed Feeding a Bubble?
by David Picton & Team, Picton Mahoney Asset Management As we turn the page on the first quarter,…
April 10, 2024
Dividend Depression
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Dividend investing is supposed to be easy. Find quality…
April 8, 2024
You Canāt Hurry Cuts. You Just Have to Wait.
by Investment Solutions Group, MFS Investments A review of the weekās top global economic and capital markets news.…
April 8, 2024
What the bond market knows for certainā¦ that just aināt so
by Jeffrey Rosenberg, Managing Director, Systematic Fixed Income, BlackRock A favorite Mark Twain aphorism states, āIt aināt what…
April 7, 2024