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Bonds
1356 posts
Why stocks need a calmer bond market
by Russ Koesterich, CFA, JD Portfolio Manager, Blackrock Russ discusses the recent volatility and how to hedge the…
Bond market outlook: Seek balance amid mixed signals
by Ritchie Tuazon, Damien McCann, & Courtney Wolf, Fixed Income Portfolio Managers, Capital Group The U.S. economy has…
Bonds: Hold ‘Em, Fold’ Em, Walk Away, or Run?
by Michael Lebowitz, 720 Global Research Bonds: Hold ‘Em, Fold’ Em, Walk Away, or Run? “You got to…
Three Reasons Why Investors Need to Source Income Efficiently
by Brian Resnick, AllianceBernstein Yields are low, but the need for income isn’t. Investors willing to expand their…
If the Economy's So Strong, Why Are Bond Yields Falling?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, Schwab Center for Financial Research Treasury yields…
JPM: Will the shift in bond-equity correlation persist?
by Nikolaos Panigirtzoglou, J.P. Morgan Highlights This year’s shift in bond-equity correlation seems even more persistent than the…
Is 1970s-Style Inflation Coming Back?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, Schwab Center for Financial Research With commodity…
The Beginning of the End of an Era in Bonds
by David Stonehouse, MBA, CFA®, AGF Management Ltd. In 1982, Pierre Trudeau was Prime Minister of Canada. M*A*S*H…
How “creative destruction at light speed” impacts bonds
by Jim Mullaly, Portfolio Manager, Capital Group There’s a silver lining to the government-imposed government shutdowns: “Creative Destruction…
As Duration Dies, Equities Rise
by Jim Masturzo, Research Affiliates Key Points The equity risk premium, a comparison of equity and bond yields…
Have EM Stocks Lost Their Immunity to Rising Rates?
by Jeffrey Kleintop, SVP, Chief Global Investment Strategist, Charles Schwab & Company Key Points Stocks have faltered since…
Buffett’s Annual Letter: Sins of Omission!
by William Smead, Smead Capital Management Warren Buffett’s annual letter was great in all the easy ways and…
Coming Out of COVID-19: A Look at Interest Rates and Inflation in Europe
by David Zahn, CFA, FRM, Franklin Templeton Investments There is hope that economies will see a more sustainable…
How Much Further Will US Rates Rise?
by Eric Winograd, Senior Economist, AllianceBernstein US Treasury yields have surged recently, buoyed by rising optimism about economic…
On My Mind — Inflation: The Devil We Knew
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Investments Inflation concerns have entered…
