Section
Bond Market
1822 posts
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.
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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.
The “Scarlet K”—A misleading consumption divergence story
The US outlook has been branded with a new scarlet letter: a K. The prevailing narrative describes a “K-shaped” economy overly reliant on consumption by high-income households. According to Franklin Templeton Fixed Income CIO Sonal Desai, that narrative is quite misleading. She notes that incomes have been rising broadly across the population and argues that the economy looks more resilient than the headlines suggest.
Inflation’s First Official Debut
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways The March Consumer Price Index (CPI) rose +0.9% month…
The Bond Market: Iran, Inflation & Interest Rates
Rising oil prices and the historically inflationary aspects of war have changed expectations for Federal Reserve interest rate policy and have pulled Treasury yields higher.
The Economy Takes Multiple Shocks in Stride
LPL Research reviews inflation, growth, and global financial conditions, showing why the economy continues to withstand multiple shocks.
Iran war: What’s driving market sentiment?
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Many assumed…
Stephen Dover: Iran ceasefire—A relief rally, not an all-clear
by Stephen Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute at Franklin Templeton US President…
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
Alfonso Peccatiello: You're not diversified. You just think you are.
Listen on The Move The bond market — not equities — is the most fragile and most…
Markets in the Crossfire: Schwab's Sonders and Martin on War, Yields, and a Fed That Admits It Doesn't Know
The first rule of understanding where markets actually stand — as opposed to where the headlines suggest —…