Section
Bonds
1668 posts
Market Overview: Equity Divergences, Volatility, and Fixed Income Signals
by SIACharts.com U.S. indices show a notable contrast between recent short-term strength and weaker year-to-date (YTD) performance. 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...
On My Mind: Schrödinger’s economy
Franklin Templeton Fixed Income CIO Sonal Desai shares her thoughts on the May FOMC meeting and press conference. Dr. Desai sees three layers of uncertainty that are keeping the US Federal Reserve extremely cautious and data-dependent: tariff uncertainty, economic uncertainty and broader policy uncertainty. Find out what this means for investors going forward.
Market chaos is harvesting income opportunities
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Fed Holds Rates Steady but Warns of Rising Risks
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. The Fed held the federal funds…
A substantial collection of fixed income opportunities
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
Caution Over Exuberance: Navigating Q2 with BMO’s Guided Portfolio Strategy
“Hope for the best, but prepare for the worst.” That’s the mantra underpinning BMO Global Asset Management’s Q2…
Anatomy of a US Treasury Sell-Off
by Scott DiMaggio, CFA, Head—Fixed Income, AllianceBernstein The bond market has been extremely volatile the past couple of…
Neuberger Berman: Fixed Income Investment Outlook Q2 2025
by Fixed Income, Neuberger Berman Riding Out the Storm The Trump administration’s announced tariffs have introduced new turbulence…
Buried Treasuries
by Shannon L. Saccocia, CFA, Chief Investment Officer—Private Wealth, Neuberger Berman Why U.S. government bonds had a scare,…
Volatility is the theme of the moment
by Nick Goetze, Fixed Income, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for…
Looking at the Economic Data and Volatility in the Bond Market
by Chris Fasciano, Chief Market Strategist, Commonwealth Financial Network Last week, the S&P 500 was up 5.7%, the…
The Trump Put Reloaded: When One Word Wags the Market
It took just one word. “Pause.” Not “rescind,” not “repeal,” not “reverse.” Just a fleeting, monosyllabic lull in…
Making sense of Treasury jitters
by Stephen Dover, CFA, Head of Franklin Templeton Institute, Larry Hatheway, Global Investment Strategist, Rick Polsinello, Senior Market Strategist Following…
Shock, Slack, and Strategy: Why Canadian Markets Just Hit a Turning Point
It is the kind of conversation that starts with a whisper and ends in a thunderclap. In the…
On My Mind: T-Day
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
