Section
Bond Market
1779 posts
Seizing the opportunity
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Prepare, Don’t Predict: Building Resilient Portfolios with Private Credit
For decades, investors climbed the 60/40 ladder with confidence. Now, every step feels less steady. High inflation that refuses to budge, interest rates that won’t come down anytime soon, and the growing correlation between stocks and bonds...
Perfect Porridge
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments We would never support criminality, even if it…
Time to Take Another Look at Alternatives
by Asset Allocation Team, GMO LLC Some investors still shudder when they consider their experience with hedge funds.…
Drew O'Neil: Anchoring bias
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
Jurrien Timmer: No Time for Decompression
by Jurrien Timmer, Director of Global Macro, Fidelity Management & Research Company Decompression is an essential part of…
When Will the Treasury Yield Curve Normalize?
by Jeff Weniger, CFA, Head of Equity Strategy & Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree One…
The Intersection of Political Uncertainty and Global Debt Markets
LPL Research examines political shifts and fiscal concerns in Japan, France, the U.K., and the U.S. and its impact on bond yields.
On My Mind: The sound of sameness
US job growth for the year through March 2025 has seen a significant downward revision. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for the economy, the US Federal Reserve and investors going forward.
Lower Bond Yields: You Can't Get There From Here
The Federal Reserve may cut rates a couple of times by year-end, but the pace and magnitude of easing in 2026 is unclear. There are still some roadblocks to lower bond yields.
Rising Tensions in Europe Spark Volatility Amid Political and Bond Market Uncertainty
by SIACharts.com After a subdued summer, volatility returned last week, sparked by a sharp selloff in European bonds…
Will the market be ready when you are?
by Nick Goetze, Fixed Income, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for…
The 4th Turning of Markets: Darius Dale on Inflation, Debt & Investing in 2025
What if everything you thought you knew about the Fed, fiscal policy, and recession playbooks is already obsolete? In this episode, Darius Dale reveals why the U.S. economy has entered “Paradigm C” — a regime of fiscal dominance, deregulation, and coordinated support — and what it means for portfolios, the Fed, and your financial future.
Risk-Free Is a Bit Riskier
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments The risk-free rate, aptly named, is the nominal…
Falling short: Why are long-dated bonds struggling in 2025?
Jenna Barnard, Head of Global Bonds, explores why longer-dated government bonds have struggled during 2025 despite central bank rate cuts.
Howard Marks: The Calculus of Value
by Howard Marks, Chairman, Oaktree Capital Management On July 28, I flew to South America on a plane…
