Section
Bond Yields
695 posts
The Yield Curve Screams Recession
by Jared Dillian, The 10th Man Federal Reserve Chairman Jerome Powell said the Fed could hike rates more…
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...
Yields are back, and alternatives are here to stay
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock Key takeaways Throughout 2022, the Fed’s policy response…
Central Bank Portfolios Are Underwater
by Carl R. Tannenbaum, Chief Economist, Northern Trust If marked to market, assets purchased during quantitative easing are…
How to Prepare for Landing
by Kathy Jones, Global Fixed Income Strategist, Charles Schwab & Company A "soft landing," with declining inflation but…
Bonds haven’t been this attractive since 2008
by Larry Adam, Chief Investment Strategist, Raymond James Key Takeaways Easing price pressures will drive yields lower The…
Are You Focusing on the Wrong Central Bank?
by Jeffey Kleintop, Chief Global Strategist, Charles Schwab & Company Ltd. While investor attention is on the Fed,…
Mike Green: The Fed Overreacted to 2022's Inflation Pulse. Now what?
Simplify Asset Management's Chief Strategist, Michael Green, a prolific researcher and writer, with a huge and popular…
Is the 60/40 portfolio still a good investment strategy?
If 2022 represented an inflection point — that rare year when investors saw stocks and bonds decline in…
50/30/20 is the New 60/40
In today's investment climate, investors are facing significant challenges amid a volatile and uncertain economic environment. The 60-40…
Has The Time Finally Come To Buy Bonds?
There is a time to be long, a time to be short and a time to go fishing.…
Investors Should Not Expect Much Relief from Volatility
by Anne Walsh, JD, CFA, Chief Investment Officer, Guggenheim Partners Investment The transition to a world of quantitative…
Bond Yields Resume Surge Higher
Financial markets worldwide are in for a wild ride as rates are predicted to soar, and inflationary pressures…
Yields are back, but could rise further
by Justin Christofel, CFA, Michael Fredericks, Blackrock Key takeaways Two key risks could challenge recent market optimism: weaker…
International stocks due for a comeback?
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Following the 25 basis-point (bp) increase that…
A unique opportunity with deeply discounted corporate bonds
by Drew O'Neil, Fixed Income Strategist, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight…
