Section
Bonds
1829 posts
Quick Thoughts: Bluer Than Blue—Investment Implications
Stephen Dover, Chief Market Strategist and Head of Franklin Templeton Institute, examines the investment implications of the 2026 midterm elections, including political gridlock, interest rates, artificial intelligence and sector-specific opportunities.
David Rosenberg: The Mania Nobody Will Name
David Rosenberg on Bubbles, Bonds, and a Generation Running Out of Time In a conversation that covers everything…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Tech Weakness Fuels Bond Rally and Value Rotation
by Professor Jeremy J. Siegel, Senior Economist, WisdomTree The Federal Reserve meeting last week was largely uneventful. The S&P 500…
Stagflation Is Not Overheating: What 107 Years of Evidence Means for Advisor Portfolios
A new working paper from Man Group’s Panashe Bera and Kristina Hooper, and Duke University’s Fuqua School of…
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.
We’ve Just Had a Crucial Tech Wreck
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “The stock market has entered a complicated…
Two Central Banks, Two Economies: BMO GAM Signals Policy Fine-Tuning, Not Another Fight
The week of October 30, 2026 delivered twin central bank decisions that underscore a widening divide in North…
When the Crowd Chases Growth, Income Quietly Compounds
The case for dividend yield is hiding in plain sight, and Richard Bernstein, Global Head of Macro and…
The Treasury Market Matters More Than the Next Fed Move
by Chris Fasciano, Chief Market Strategist, Commonwealth, LPL Financial Today's blog is written by Chris Fasciano, chief market…
Ride the Bubble, Watch the Generals
Dirk Willer, Head of Global Macro, Asset Allocation and Emerging Markets Strategy at Citi, joined Meb Faber on…
In High Yield, Shorter May Be Smarter
The case for doing more with less just got stronger.
Bonds, AI, and a bull market that has kept going
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Treasuries haven’t appeared…
Yields, Leverage, and the Quality Hunt: What Markets Are Telling Investors Right Now
In one of the more instructive trading weeks of the year, the bond market delivered a lesson in…
Rates Retrace, Credit Doesn't: The Tightening Pipeline Still Has Work to Do
With the Federal Open Market Committee convening this week for the first time since its September rate hike,…
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
The 5.3% Ceiling: How the Bond Market Found Its Level, and What It Means Now
Last week handed bond investors a welcome turn. As Mike Dickson, Ph.D., Head of Research at Horizon Investments,…