Section
Bond Yields
750 posts
A Simpler Way to Lock in Yield: How BMO’s New Bond ETFs Bring Back the Bond Experience
If you're a Canadian investor feeling whiplashed by interest rate swings or struggling to plan around unpredictable cash…
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...
"Surreal" Market Signals and the Road Ahead: Gundlach's Mid-Year Macro Dissection
Jeffrey Gundlach, the ever-skeptical maestro of macro at DoubleLine Capital, titled his June 10, 2025 webcast1 "Surreal"—a fitting…
Why It’s Time to Rethink Portfolios—From the Bear Up, says Picton
When markets get messy, David Picton doesn’t just feel it—he wears it. “The bags under your eyes grow,”…
Why Bond Folks Think in Reversals and Stock Investors Just Can’t Quit the Rally
In the third part of his return expectations series1, AQR’s Principal and Global Co-Head of Portfolio Solutions Group,…
Rethinking Fixed Income: How Franklin Templeton Is Helping Advisors Navigate a New Era for Bonds
Let’s be clear—bonds just aren’t what they used to be. With interest rates climbing, geopolitical uncertainty swirling, and…
“The Times They Are A-Changin’” – Five Alarms That Signal Regime Change
You don’t have to squint too hard these days to see the cracks in the old economic playbook.…
Wesbury: Thoughts on Inflation
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portolios…
KISS 2025: The Big Picture Shifts Reshaping Your Portfolio Playbook
Louis-Vincent Gave breaks it down—simply, sharply, and with implications you can’t ignore. “When the facts change, I change…
The Exceptional Case of U.S. Markets Underperformance
With global headlines bouncing between trade tensions, inflation worries, and surprise economic data, it’s getting harder for investors…
Fixed Income Outlook: Cool and Cloudy
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. Bouts of volatility may continue in…
Passive Aggressive: The Increasing Risks of Passive Dominance
by Chris Brightman, Campbell Harvey, Forrest Henslee, Research Affiliates Key Points Passive capitalization-weighted index funds now surpass active…
A Global Aversion for Long Duration
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The recent spike in U.S. 30-Year bond…
Tariffs and Market Volatility Likely to Stick
by Adam Turnquist, Jeffrey Roach, Jeffrey Buchbinder, Lawrence Gillum, LPL Financial LPL Research discusses recent tariff news, what…
Is The U.S. Still Exceptional?
by Carl Tannenbaum, Chief Economist, Northern Trust The strengths of the U.S. economy are likely to endure. The…
Economic Data Surprises, While China Tensions Resurface
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
