Section
Bond Market
1892 posts
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
Five Years From Unrecognizable: Bridgewater's Jensen on the Feedback Loop Markets Refuse to Price
The tidal wave of headlines can feel like noise. For Greg Jensen, Co-Chief Investment Officer of Bridgewater Associates,…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Tech Weakness Fuels Bond Rally and Value Rotation
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree The Federal Reserve meeting last week was largely uneventful. The S&P 500…
Stagflation Is Not Overheating: What 107 Years of Evidence Means for Advisor Portfolios
A new working paper from Man Group’s Panashe Bera and Kristina Hooper, and Duke University’s Fuqua School of…
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.
We’ve Just Had a Crucial Tech Wreck
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “The stock market has entered a complicated…
The Treasury Market Matters More Than the Next Fed Move
by Chris Fasciano, Chief Market Strategist, Commonwealth, LPL Financial Today's blog is written by Chris Fasciano, chief market…
Ride the Bubble, Watch the Generals
Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Markets Strategy at Citi, joined Meb Faber on…
The AI Buildout Is Not Adding to the Economy. It Is Restructuring It.
Announced capital spending across major U.S. technology companies now points to more than $1 trillion in desired annual…
Bonds, AI, and a bull market that has kept going
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Treasuries haven’t appeared…
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
The 5.3% Ceiling: How the Bond Market Found Its Level, and What It Means Now
Last week handed bond investors a welcome turn. As Mike Dickson, Ph.D., Head of Research at Horizon Investments,…
Hot inflation. Cold chips. Stay diversified.
by Taylor Topousis, CFA, Market Strategist, Franklin Templeton Institute & Chris Galipeau, Head Market Strategist, Franklin Templeton Institute…
Bad Inflation Cures Itself. Good Inflation Doesn’t
by Lance Roberts, RIA The economy is running bad inflation, and the bad kind is the temporary kind,…
Market’s Uneven Response to Higher Rates
by Russ Koesterich, CFA, JD, portfolio manager, BlackRock In this article, Russ Koesterich discusses how tech strength is…
What the Market Won’t Tell You
Rick Rieder, BlackRock's Chief Investment Officer of Global Fixed Income, argues that the most valuable investment skill in today's market is not the ability to answer faster. It is the discipline to ask differently.