Section
Bond Yields
747 posts
The Investor That Couldn’t See the Forest for the Trees
by Doug Drabik, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for bond investors.…
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...
The Calculus for Fed Inaction is Getting Tougher by the Day
by Bryce Coward, CFA, Knowledge Leaders Capital Over the last few days investors have been given a good…
Inverted Yield Curve Is Actually Bullish
by Michael Kahn, Clarity Financial My favorite meme following last week’s yield curve inversion was captioned, “I survived…
The Death of the 60/40 Portfolio
Listen to this article: Your browser does not support the audio element. The death of the 60/40 portfolio…
Hubert Marleau: Foreign Investors' Appetite for Canadian Fixed Income Strong, Growing
by Hubert Marleau, Market Economist, Palos Management The Purchasing Power Parity (PPP) is a theory of exchange rate…
With Friends Like These it’s No Wonder Bonds Continue to Rally
by Bryce Coward, CFA, Knowledge Leaders Capital How in the heck can the 30 year Treasury bond yield…
How low can you go: Monetary policy constraints and options for the next recession
by Paul Eitelman, Russell Investments This is the longest U.S. economic expansion ever. And while expansions don’t die…
Equities Feel the Heat as Yield Curve Inverts
by Scott Brown, Ph. D., Chief Economist, Raymond James A 2-year/10-year Treasury inversion has left markets shaken –…
Jeffrey Saut: “Inversion?”
by Jeffrey Saut, Chief Investment Strategist, Saut Strategy “We are going to be buyers of things over time.…
Negative is the New Subprime
by Michael Lebowitz, CFA, and Jack Scott, CFA, 720 Global Research What is nothing? What comes to mind…
3 Reasons Why More Tariffs are Bullish for Government Bonds
by Bryce Coward, CFA, Knowledge Leaders Capital Today’s news of 10% tariffs on a the remaining $300bn of…
Hubert Marleau: Are Treasury yields heading to zero?
by Hubert Marleau, Market Economist, Palos Management Monetary Policy Is Not In Kansas Anymore. There is plenty of…
It’s Not Just Powell Pandering to Markets – Rate Cuts Are Necessary
by Bryce Coward, CFA, Knowledge Leaders Capital We have been surprised over recent weeks to read a slue…
Mid-year 2019 fixed income survey: Who'll act first – the Fed or markets?
by Adam Smears, Russell Investments Throughout the year, we ask leading bond and currency managers to consider valuations,…
Navigating the low interest rate environment
by Todd Schomberg, Senior Portfolio Manager, Invesco Canada The most recent monetary policy meetings from the Federal Reserve…
