Section
Bond Yields
920 posts
When Nothing Moves Together, That's the Signal
Q3 2026 looked uneventful from 30,000 feet and strange from everywhere closer. In How to Win in a…
The Pause Before the Push
Jeffrey R. Thompson, Chief Executive Officer of Donoghue Forlines1, opens the firm's October 2026 commentary with a market…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Quick Thoughts: Bluer Than Blue—Investment Implications
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment implications of the 2026 midterm elections, including political gridlock, interest rates, artificial intelligence and sector-specific opportunities.
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
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 Party Before the Party: Where Growth Compounds Now
This year's mega-IPOs have reopened an old argument about where equity investors find the most growth. In "Growth…
Same Signal, Shifting Ground: Why RiverFront's Rules Still Point to a Grind Higher
Five weeks after its last read, RiverFront Investment Group finds the S&P 500 down just over one percent,…
Tech Weakness Fuels Bond Rally and Value Rotation
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree The Federal Reserve meeting last week was largely uneventful. The S&P 500…
Stagflation Is Not Overheating: What 107 Years of Evidence Means for Advisor Portfolios
A new working paper from Man Group’s Panashe Bera and Kristina Hooper, and Duke University’s Fuqua School of…
When Steady Growth Isn't Enough: Goldman Sachs Flags a Building Storm of Downside Risks
Goldman Sachs Chief Economist Jan Hatzius opened his October 26 Global Views research note1 with an observation that…
We’ve Just Had a Crucial Tech Wreck
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “The stock market has entered a complicated…
Two Central Banks, Two Economies: BMO GAM Signals Policy Fine-Tuning, Not Another Fight
The week of October 30, 2026 delivered twin central bank decisions that underscore a widening divide in North…
When the Crowd Chases Growth, Income Quietly Compounds
The case for dividend yield is hiding in plain sight, and Richard Bernstein, Global Head of Macro and…
The Treasury Market Matters More Than the Next Fed Move
by Chris Fasciano, Chief Market Strategist, Commonwealth, LPL Financial Today's blog is written by Chris Fasciano, chief market…
Ride the Bubble, Watch the Generals
Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Markets Strategy at Citi, joined Meb Faber on…
The AI Buildout Is Not Adding to the Economy. It Is Restructuring It.
Announced capital spending across major U.S. technology companies now points to more than $1 trillion in desired annual…