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Fixed Income
2564 posts
Why Rates Could Still Drift Lower, But Will Ultimately Go Higher
by Bryce Coward, CFA, Knowledge Leaders Capital 10 year Treasury rates peaked at the end of March at…
The Showdown over Taxes and the Slowdown To Goldilocks
by Hubert Marleau, Market Economist, Palos Management The days were relatively quiet because there were few economics prints…
The Beginning of the End of an Era in Bonds
by David Stonehouse, MBA, CFA®, AGF Management Ltd. In 1982, Pierre Trudeau was Prime Minister of Canada. M*A*S*H…
In Unprecedented Times, Don’t Rely on (Obvious) Precedent
by Rick Rieder, CIO, Fixed Income, Russell Brownback, Head of Global Macro Fixed Income, and Trevor Slaven, Portfolio…
2021 Global Market Outlook – Q2 update: The second coming
by Andrew Pease, Russell Investments Vaccines and U.S. stimulus have the global economy on track for a strong…
Three Strategies for Navigating Turbulent Bond Markets
by Scott Dimaggio and Gershon Distenfeld, Co-Heads of Fixed Income, AllianceBernstein Today’s market environment taps into bond investors’…
How “creative destruction at light speed” impacts bonds
by Jim Mullaly, Portfolio Manager, Capital Group There’s a silver lining to the government-imposed government shutdowns: “Creative Destruction…
Raise Your Average Ep. 3 Nancy Davis, Quadratic Capital Management, LLC
Our deep dive conversation into hedging interest rate volatility and inflation, with Nancy Davis, Founder and Managing Director…
The Fed Speaks Softly, But Carries Some Big Numbers
by Brian S. Wesbury - Chief Economist, Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios At…
The Marketeers Doubt the Seriousness of the Monetary Authorities.
by Hubert Marleau, Market Economist, Palos Management March 21, 2021 There was suspicion looming in the bond market.…
Howard Marks: 2020 in Review
by Howard Marks, Chairman, Oaktree Capital March 18, 2021 The opening lines of Charles Dickens’s A Tale of…
What’s Behind the Recent Rise in Real Yields?
by Loomis Sayles Research Rising yields and a steeper yield curve are par for the course as an…
Red Flag Day: Bond Yield Spike Denting Euphoric Sentiment
by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Company Ltd. Key Points Investor sentiment measures recently…
Recoveries Are Rarely Straight Lines
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Neuberger Berman We believe more volatility is likely,…
A Taperless Taper Tantrum
by Scott Brown, Ph.D., Chief Economist, Raymond James Chief Economist Scott Brown discusses current economic conditions. Long-term interest…
