Section
Bond Yields
889 posts
The Tide Has Not Reversed
Oaktree's O'Leary and Panossian on What Credit's New Normal Means for Investors Four years after the so-called "sea…
The Return of Pricing Power
In their latest High-Conviction Views report1, Janus Henderson's Richard Bernstein, Chris Benway, and Michael Talaga make a case…
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.
The Three-Front War on Portfolios
Sadiq Adatia sees three distinct pressure points converging at once: geopolitical persistence in the Middle East, European fiscal fragility, and a small-and-midcap equity thesis that lives and dies by the rate path.
The Bar Has Been Raised
What 155 years of history and a compressed yield gap tell advisors about equity returns ahead
The Market's Secret Defense Against Higher Rates
The conventional wisdom heading into this earnings season held that higher interest rates would eventually overwhelm equities. Keith…
Hubert Marleau: In Profits We Trust
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “I’m still maintaining my year-end 7925 target…
The Can Runs Out of Road
Long bond yields have climbed to multi-decade highs, and the question facing governments, pension systems, and investors is…
Remember why you buy bonds
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Long-End Yields Reach 24-Year Highs
by SIACharts.com An early-week equity rebound has given way to renewed caution as investors weigh shifting Energy prices,…
Understanding the 10-Year Treasury: A Multifactor Framework
by Cole Smead, CEO, Portfolio Manager, Smead Capital Management Dear fellow investors, Headlines are popping up left and…
The Rate That Matters: What Real Yields Are Signaling Now
The gap between what an investment earns and what inflation costs is one of the oldest and most…
Growth Holds, But the Tails Are Fat
In their October 2026 Cyclical Outlook 1, PIMCO Managing Director and Economist Tiffany Wilding and Chief Investment Officer…
Bonds Still Belong: What the Data Actually Says
The narrative surrounding fixed income has turned sharply negative. With US borrowing costs reaching their highest levels in…
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
When the Bond King Says Get Out
Bill Gross, co-founder of Pimco and one of the most consequential fixed income investors in history, arrives at…