Section
Bonds
1648 posts
Are Return Expectations For 2025 Too High?
by Lance Roberts, RIA In a recent post, I discussed Wall Street’s return estimates for 2025 for the…
Bonds – The dual benefit
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
2025 focus themes: fiscal headaches, monetary prudence, productivity and volatility
by Sonal Desai, Chief Investment Officer, Franklin Templeton Fixed Income As 2025 gets underway, I want to highlight…
The Meaning of a Dramatically Steeper Curve
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments As we enter 2025, the yield curve is…
Bond Vigilantes Strike Back: The Fed's Dilemma and What It Means for Investors
by Hubert Marleau, Market Economist, Palos Management January 10, 2025 Based on metrics that we usually rely on…
From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)
Here are highlights from the J.P. Morgan "Guide to the Markets® U.S. | 1Q 2025" which focuses on:…
High Hopes, Solid Grounds
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is…
JPM's David Kelly–Navigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTree’s 2025 Investment Outlook
“Big stock market leadership changes need some ruction, some big change in the system,” WisdomTree’s team observes in…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Torsten Sløk: 2025 Economic Outlook–Resilience Amid Challenges
As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management's…
Quick View – The Fed decision: Higher growth comes at a price
Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk discuss how the Federal Reserve’s (Fed) December decision illustrates that sustained U.S. economic growth comes at the price of a higher rate trajectory.
Fixed Income Sector Views: Signs of progress, signals of caution
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income team…
On My Mind: 2025—Looking good, feeling good?
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…
Bond outlook: Income opportunities widen
by Vincent Gonzales, David Daigle, Jerry Solomon, Fixed Income Portfolio Managers, Capital Group KEY TAKEAWAYS A resilient U.S.…
