Section
Bond Market
1742 posts
On My Mind: T-Day
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
On My Mind: The fog of trade war
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO…
Looking Through the Volatility
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
When the dust won’t settle
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
Treasury Bonds: Why Are Yields Dropping?
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. Treasury yields have been falling for…
On My Mind: Markets getting wobbly?
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO…
Income diversification for uncertain times
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors US economic resilience should continue to serve…
DB's George Saravelos: Markets “severely underpriced” the risk of renewed trade war
In a stunning escalation of trade tensions, the Trump administration has announced sweeping tariffs covering 44% of total…
Magnificent 7 to the Rescue!
by Asset Allocation Committee, Confluence Investment Management The traditional role of Treasurys as a safe-haven asset has eroded.…
Is the Bond Market Worried About Inflation?
LPL Research discusses the possibility of inflationary pressures reigniting under the new Trump presidency. by Lawrence Gillum, CFA,…
Are Return Expectations For 2025 Too High?
by Lance Roberts, RIA In a recent post, I discussed Wall Street’s return estimates for 2025 for the…
Bonds – The dual benefit
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
2025 focus themes: fiscal headaches, monetary prudence, productivity and volatility
by Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income As 2025 gets underway, I want to highlight…
The Meaning of a Dramatically Steeper Curve
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments As we enter 2025, the yield curve is…
Bond Vigilantes Strike Back: The Fed's Dilemma and What It Means for Investors
by Hubert Marleau, Market Economist, Palos Management January 10, 2025 Based on metrics that we usually rely on…
