Section
Bond Market
1779 posts
Power, Property, and Preferreds
by Sandy Liang, CFA, Head of Fixed Income, Purpose Investment Partners As we move through the second half…
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...
A 20,000-Foot Perspective: Can Bonds and Equities Both be Right?
by Maya Bhandari, Chief Investment Officer, Multi Asset Strategies - EME, Neuberger Berman The combination of stagflation concerns…
Bond Markets Reach a Turning Point
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.
Where to invest on the yield curve
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jenga—top-heavy,…
Are rising Japanese sovereign yields a canary in the coalmine?
Head of Global Short Duration and Liquidity Daniel Siluk explains the implications the doubling of Japanese government bond yields could have on other sovereign issuers and how recent election results could exacerbate the trend.
What's your number?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Bond market outlook: Resilience and rate cuts
by Matthew Brill, Head of North America Investment Grade Credit, & Craig Altholz, Client Portfolio Manager, Invesco Key…
Stablecoin Meets Sovereign Debt: Is Treasury’s Next Funding Tool Hiding in Plain Sight?
Imagine this: the U.S. Treasury, faced with ballooning debt and tougher borrowing conditions, turns to a solution born…
Schwab's Market Perspective: On Firmer Ground?
The resilient job market has supported stock gains, but Washington policy has been a primary market driver so far this year.
On My Mind: Stop me if you think you’ve heard this one before
A full three months since President Trump’s “Liberation Day” tariff announcements sparked panic in financial markets, macro developments have been benign. The passage of the Big Beautiful Bill has brought clarity on the fiscal outlook, but uncertainty on trade negotiations remains. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
Prevailing Skepticism Means Rally Has More Room
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
SLR: Could It End The Bond Bear Market
by Lance Roberts, RIA On June 25th, the Federal Reserve quietly announced a significant change to the Supplementary…
Can bond yields predict returns?
Nicholas Ware and Dillan Shah, fixed income portfolio managers, look at whether yields can offer predictive information about total returns from bonds.
