Section
Bond Yields
860 posts
Competition for Capital: The New Reality Reshaping Equity Markets
Two forces are reshaping the investment landscape with unusual intensity. In a September 17, 2026 report1 published by…
The Fed Arrived Late to Its Own Party
September 21, 2026 was not the day the Federal Reserve changed the world. It was the day it…
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.
Bumps Ahead
Resilient growth meets renewed inflation pressures.
Canada's Inflation Test: Insurance, Not a Cycle
In September, three of the four major developed market central banks raised rates. The European Central Bank, the…
On My Mind: One Flew Over the Dove’s Nest
Federal Reserve (Fed) chair Kevin Warsh has established his hawkish credentials. Franklin Templeton CIO, Sonal Desai sees scope for further yield curve steepening and a range of selective opportunities, based on capturing income and focusing on quality rather than counting on lower rates or tighter spreads.
Brian Belski: Where the Year Is Headed
Full-year S&P 500 earnings are now projected to grow 31.6%, and if the first two quarters are any guide, the final number could finish higher still.
The Fed Spoke Loud and Clear
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “Investors are never bearish at the top…
50% Tariffs or TACO Tuesday? What Canadian Advisors Need to Know Before January 1
When Canada woke up to news of new 50% tariffs on its goods entering the United States, the…
Yields Pushing Higher
by Craig Basinger, Chief Investment Strategist, Purpose Investments At an investor event in the Fall of 2001, while…
The Great Rate Reset: Why the 40-Year Bond Bull Is Over — and What to Do About It
by AdvisorAnalyst Editorial Team | September 12, 2026 The bond market has been sending a clear message for…
What’s driving the rise in global bond yields?
by Paul Eitelman, CFA, Global Chief Investment Strategist & BeiChen Lin, CFA, CPA, Director, Head of Canadian Strategy,…
The Quiet 50% Return Nobody at the Beach Is Talking About | Meb Faber
Listen on The Move While everyone else was at the beach celebrating another S&P up year, global…
The Home Straight: Yields, Earnings, and the AI Economy in Focus
Deutsche Bank Research's September 2026 Monthly Chartbook, "The Home Straight,"1 arrives at a moment of unusual clarity and…
The Soupe Du Jour is U.S. Bonds Yields
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “There is way too much unjustifiable pessimism…
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…