Section
Bond Market
1742 posts
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it down—simply, sharply, and with implications you can’t ignore. “When the facts change, I change…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, it’s getting harder for investors…
Fixed Income Outlook: Cool and Cloudy
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. Bouts of volatility may continue in…
Passive Aggressive: The Increasing Risks of Passive Dominance
by Chris Brightman, Campbell Harvey, Forrest Henslee, Research Affiliates Key Points Passive capitalization-weighted index funds now surpass active…
A Global Aversion for Long Duration
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The recent spike in U.S. 30-Year bond…
Tariffs and Market Volatility Likely to Stick
by Adam Turnquist, Jeffrey Roach, Jeffrey Buchbinder, Lawrence Gillum, LPL Financial LPL Research discusses recent tariff news, what…
Is The U.S. Still Exceptional?
by Carl Tannenbaum, Chief Economist, Northern Trust The strengths of the U.S. economy are likely to endure. The…
Confusing Correlations: What’s Really Behind Them?
by Laura Fried, Macro Portfolio Research Strategist, Multi-Asset, Neuberger Berman In recent weeks we’ve witnessed extreme (and at…
Where Have All the (Duration) Buyers Gone?
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research It has seemingly been a one-way move higher in…
Are the Bond Vigilantes Ready to Ride Again?
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network "I used to think that if there was reincarnation,…
Debt Downgrade Drama and the Budget
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
Managing Trump Uncertainty: Defensive Fixed Income in a Reshaped World Order
In a world shaken by policy whiplash, trade upheaval, and renewed inflation fears, the team at Ninepoint Partners…
Moody’s Debt Downgrade – Does It Matter?
by Lance Roberts, RIA This morning (May 19, 2025), markets are reacting to Moody’s rating downgrade of U.S.…
Selling America
by Hubert Marleau, Market Economist, Palos Management May 23, 2025 Last week, I wrote: “The bulls definitely had…
Market Overview: Equity Divergences, Volatility, and Fixed Income Signals
by SIACharts.com U.S. indices show a notable contrast between recent short-term strength and weaker year-to-date (YTD) performance. The…
