Section
Bond Market
1831 posts
The Warsh Dividend: Why Bonds Are Back on the Table
Every so often, a structural shift in the institutional landscape demands that investors reconsider assumptions they have held…
Fixed Income Finds Its Footing — But Discipline Defines the Winners
Schroders' US Multi-Sector Fixed Income Team sees income as the story, selectivity as the edge, and patience as the strategy
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…
Market Outlook: Getting Serious in Summer Markets
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock The good news is real. The easy…
Keep Calm and Clip Coupons
LPL Research examines how sticky inflation, Fed leadership changes, and AI-driven borrowing are shaping the fixed income outlook for 2026.
Bonds: Supply is the Headline, Demand tells the Story
by Hilbert Wan, CFA, Purpose Investments Most of the U.S. Treasury market conversation right now is about supply.…
The Warsh Fed—Return to Orthodoxy
Kevin Warsh came out as a hawk during his first press conference as Federal Reserve (Fed) chair. Franklin Templeton Fixed Income CIO Sonal Desai believes that he may be the most hawkish chair since Paul Volcker. Warsh stressed that the Fed can and will bring inflation back to 2%, and signaled his preference for a smaller balance sheet and no forward guidance—a welcome return to more orthodox monetary policy.
The Cost of Capital May Be Changing
by SIACharts.com The Signal Beneath the Headlines One of the more important developments for portfolio performance six months…
PIMCO's 2026 Secular Outlook: Rupture Is Not Transition — and the Bond Case Has Never Been Stronger
by AdvisorAnalyst.com Editorial Staff The world is not adjusting. It is breaking. That is the central, unambiguous message…
IPOs, Rate Uncertainty, and the Economy's Mixed Signals
The hype is real. The numbers are staggering. But according to Schwab's Liz Ann Sonders and fixed income…
Passive Bond Management Is an Oxymoron — And the Data Proves It
By Editorial Team, AdvisorAnalyst Why the conventional wisdom on active management doesn't apply to bonds — and what…
Are Bessent’s Hands Tied?
by Kevin Flanagan & Maggie Lucier, WisdomTree Key Takeaways With the 10-year Treasury yield pulling back from 4.67%…
Five themes driving multi-sector fixed income in 2026
by Damien McCann, David Bradin, Greg Garrett, Capital Group KEY TAKEAWAYS AI investments, earnings growth, fiscal stimulus and a…
Canada Holds the Line—Why the Bank of Canada Should Stay on the Sidelines
Andrew Kelvin of TD Securities makes the case for patience — and explains why two hikes by year-end is the wrong call.
Diversification, Concentration, and the Case for Staying the Course
Charles Schwab's Liz Ann Sonders and Collin Martin unpack a market defined by earnings concentration, oil-driven volatility, and the enduring logic of portfolio construction.