Section
Bond Yields
696 posts
Deciphering Bond Market Signals
Alfonso "Macro Alf" Peccatiello, founder and chief strategist of The Macro Compass, provides a compelling analysis of the…
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...
5 top investing ideas for 2024
by Fidelity Investments These 5 investing moves can help you get the most out of your portfolio. As…
Thackray Newsletter: Buy Now Pay Later 2024
by Brooke Thackray, Research Analyst, AlphaMountain Investments, Horizons ETFs The year 2023 will be known as the year…
"ETFs that trade like bonds" - Guardian Capital LP Unveils Innovative GuardBonds™ Funds Suite
Toronto, January 9, 2024 - Guardian Capital LP, a distinguished subsidiary of Guardian Capital Group Limited, has made…
60/40: The Reports of My Death Are Greatly Exaggerated
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. It was not that long ago, perhaps about a…
Good News and Bad News
by John Lynch, Deborah Koplik, Matthew Anderson, Comerica Wealth Management Executive Summary The good news is that the…
Fixed-Income Outlook 2024: Bonds Roar Back
by Scott DiMaggio, CFA| Head—Fixed Income, AllianceBernstein The tide has turned for bonds. Here’s what we think is…
Two sides to every story?
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
On My Mind: Miracle on 20th Street
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income Markets cheered a “dovish” December Federal Reserve meeting,…
Factors in fixed income? It’s (not so) academic.
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points The recent retraction of an academic…
Who’s Going to Fund the U.S. Deficit?
by David Stonehouse, MBA, CFA®, SVP & Head of North American and Specialty Investments, AGF Investments Inc. Higher…
A volatile year with a silver lining
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
The hidden opportunity behind rising real rates
by John P. Bryson, Head of Investment Consulting, John Hancock Investment Management, & Keith H. Van Etten, CAIA,…
Is Equity Risk Worth the Reward in a World of Higher Bond Yields?
by Walt Czaicki, CFA, Senior Investment Strategist—Equities David Wong, Senior Investment Strategist and Head—Asia Business Development, Equities Robert…
Big Picture: Are Better Times Ahead for U.S. Treasuries?
by Jean-Sébastien Nadeau, MBA, CFA®, Co-Portfolio Manager, AGF Investments Inc. Most fixed income investors are hoping the current…