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Fixed Income
2893 posts
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
Market Ethos: Dividends on sale
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos September 18, 2023 Investing isn’t easy. The…
Equities May Stumble over Rising U.S. Earnings Expectations
by Christopher Shipley, Chief Investment Strategist – North America, Northern Trust Increasing market expectations for U.S. earnings growth…
Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
By David Stonehouse, MBA, CFA®, SVP & Head of North American and Specialty Investments, AGF Investments Inc. To…
Barbie, Beyoncé, Taylor Swift and the Economic Outlook
by Eric Winograd, Senior Vice President, Director, Developed Market Economic Research, AllianceBernstein Over the course of my career…
The Fed will cut rates in 2024
by Jared Dillian, MFA, The 10th Man That’s a bold prediction in the title. I believe it will…
Schwab Market Perspective: Tension
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
Political Gridlock but Fiscal Largesse
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman How political dysfunction undermines debt sustainability and…
The Regime of High Inflation is Over: It’s Cooling
by Hubert Marleau, Market Economist, Palos Management September 15, 2023 The US economy, like all others, is permanently…
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
Howard Marks: Fewer Losers, or More Winners?
by Howard Marks, Vice-Chairman, Oaktree Capital My memos got their start in October 1990, inspired by an interesting…
NBI CIO Office Sept 2023 – Asset Allocation Strategy – Careful considerations
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
5 investing mistakes to avoid
by George Wendt, Lisa Thompson, Steve Watson, Justin Toner & Martin Jacobs, Capital Group There is an old…
Our Stagflationary Future
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Inflation Expectations
by William Smead, CIO, Smead Capital Management Dear fellow investors, As the chart below shows, investors are demanding…
