Section
Bonds
1807 posts
The Tide Has Not Reversed
Oaktree's O'Leary and Panossian on What Credit's New Normal Means for Investors Four years after the so-called "sea…
The Return of Pricing Power
In their latest High-Conviction Views report1, Janus Henderson's Richard Bernstein, Chris Benway, and Michael Talaga make a case…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
The Bar Has Been Raised
What 155 years of history and a compressed yield gap tell advisors about equity returns ahead
The Can Runs Out of Road
Long bond yields have climbed to multi-decade highs, and the question facing governments, pension systems, and investors is…
Remember why you buy bonds
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Understanding the 10-Year Treasury: A Multifactor Framework
by Cole Smead, CEO, Portfolio Manager, Smead Capital Management Dear fellow investors, Headlines are popping up left and…
Growth Holds, But the Tails Are Fat
In their October 2026 Cyclical Outlook 1, PIMCO Managing Director and Economist Tiffany Wilding and Chief Investment Officer…
Bonds Still Belong: What the Data Actually Says
The narrative surrounding fixed income has turned sharply negative. With US borrowing costs reaching their highest levels in…
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
When the Bond King Says Get Out
Bill Gross, co-founder of Pimco and one of the most consequential fixed income investors in history, arrives at…
Bond Markets at the Crossroads: Crisis, Control, or the Myth of the Risk-Free Asset
In a September 2026 research note titled An Invidious Choice? Towards Bond Market Crisis or Yield Curve Control…
When Correlation Is Not the Enemy: The Bond Market Returns to Normal
The bond market, long distorted by years of near-zero interest rates, may be reverting to something investors once…
Markets at the Crossroads: What J.P. Morgan's 4Q 2026 Guide Tells Advisors Now
J.P. Morgan Asset Management's latest Guide to the Markets 1 (U.S., 4Q 2026, as of September 30, 2026)…
Scarcity in a World of Competing Abundances
The BlackRock Investment Institute's Q4 2026 Global Outlook1 arrives at a moment when the most consequential forces shaping…
Do Rate Hikes Call for Defense?
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments f last week's discussion was about whether another…