Section
Bond Yields
695 posts
Breaking a few eggs
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Key takeaways Policy tightening “cracks” appear: Bank failures…
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...
Turning, Not Re-Turning
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Managing Director, Neuberger Berman It makes sense to…
The Active ETF Advantage: Discount Bonds
Last year we saw tremendous volatility in fixed-income markets around the world. The resulting drawdowns – not seen in decades – created havoc for investors as fixed income is generally expected to help mitigate portfolio risk. Prior to this, bond markets had the luxury of longstanding tailwinds: rates trended downwards, and the economy consistently gained strength after the Great Recession of 2008, albeit with occasional hiccups along the way.
Why Go Long When Short-Term Bonds Yield More?
by Cooper Howard, Fixed Income, Charles Schwab and Company With the Federal Reserve poised to change direction, investors…
On My Mind: Don’t bank on it
by Sonal Desai, Ph.D.., Chief Investment Officer, Franklin Templeton Fixed Income Financial markets seem to have returned to…
Schwab Market Perspective: Ups and Downs
by Liz Ann Sonders, Jeffey Kleintop, Kathy Jones, and Kevin Gordon, Charles Schwab & Company Ltd. Lately it's…
Thousand-Word Equivalents
by John Mauldin, Thoughts from The Frontline, Mauldin Economics Job Openings Working Past 65 COVID Retirement Boom Investing…
No 2008 redux, but recession coming
by Blackrock Investment Institute Highlights: 01 The market gyrations are not rooted in a banking crisis, but in…
Doubleline's Jeffrey Sherman: "I think they should pause"
According to Jeffrey Sherman, Deputy CIO at DoubleLine Capital, the Federal Reserve should pause its cycle of rate…
Market Snapshot: Liz Ann Sonders, March 16, 2023
Liz Ann Sonders: Hi everyone. Welcome to the March Market Snapshot. Perhaps obvious. I want to talk about…
MFS' Benoit Anne: Macro Update (Week of March 13, 2023)
In a recent update, Benoit Anne, Lead Strategist at MFS Investment Management, offered his views on: the volatility…
What The Collapse of Two U.S. Banks Could Mean for Markets
by Kevin McCreadie, MBA, CFA®, CEO, and Chief Investment Officer, AGF Investments Inc. This doesn’t appear to be…
Barclays: Zero or 25bp in March; we lean toward zero
by Marc Giannoni, Chief Economist, Barclays Copyright © Barclays
Ignore the Crazy
by Brian S. Wesbury – Chief Economistm & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Is a Banking Crisis Looming?
It was quite a weekend... Silicon Valley Bank’s collapse on Friday was a result of bad market risk…