Section
Bond Yields
813 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.
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
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.