Section
Bond Yields
712 posts
Don’t fear the language – understand it
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
On My Mind: The twin roots of rising rates
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
Harvesting opportunities: Income diversification for uncertain times
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Despite the US Federal Reserve’s cautious stance…
Let’s Stop with the Rate Hike Talk Already
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The UST market reacted positively to the…
Harnessing income opportunity in high yield credit
by Jeffrey Rosenberg, Managing Director, Systematic Fixed Income, BlackRock Key points Opportunities in high yield: High yield credit…
Quick Thoughts: Investment Ideas—Getting cash off the sidelines
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Is it time to move…
Quick Thoughts: Fed hawks will fly lower—eventually
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute, & Rick Polsinello, CIMA®, Senior…
The Coming Wave of Homebuyers
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman How higher rates for longer could be…
Rotation to Duration: Seeking a More Resilient Portfolio
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock Key takeaways We believe the Fed’s current…
Fidelity: Economic outlook: Second quarter 2024
by Dirk Hofschire, CFA, Senior Vice President, Asset Allocation Research, et al, Fidelity Viewpoints Global expansion broadened and…
Rising Treasury yields, falling oil prices, and hawkish talk from the Fed
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Hawkish talk intensifies - Last week brought hawkish…
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
Odds and ends
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
Plot Twist: U.S. Economic Outlook
by Carl Tannebaum, Vaighav Tandon, Ryan Boyle, Northern Trust The Northern Trust Economics team shares its outlook for…
Why are U.S. yields rising? It’s the economy!
by Shailesh Kshatriya, Russell Investments Executive summary: Despite likely Fed rate cuts this year, U.S. government bond yields…
