Section
Bond Yields
809 posts
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.
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…
You can't eat total return—the income investing playbook is being rewritten right now | Jillian DelSignore
Listen on The Move Income investing has never offered more tools — covered call ETFs, buffer strategies,…
The Bull Market Nobody Owns — And Why It's Just Getting Started
Meb Faber on Regime Change, the Concentration Trap, and the Portfolio Built for What Comes Next
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
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.
A Fragile Pause Meets Its Biggest Test — Our Weekly Digest April 20, 2026
Forward-looking analysis of this week's most important investment themes The central tension we’re watching entering the week of…
Global Relief Brought New All-Time Highs
by Hubert Marleau, Market Economist, Palos Management On Friday last week, Tom Lee, head of research at Fundstrat…
Quick Thoughts: A helpful ceasefire, but a fragile pause
The US-Iran ceasefire has lifted markets; however, Franklin Templeton Institute’s Stephen Dover explains why this looks more like a relief rally rather than a definitive resolution. He also discusses where he sees possible opportunities ahead.
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…
Richard Bernstein: Reviving Guns & Butter?
by Richard Bernstein Advisors Economic historians sometimes refer to mid-1960s’ US fiscal policy as “Guns & Butter”. The…
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.