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Bonds
1422 posts
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…
Review: Too Smart for Our Own Good
by Nick Ronalds, CFA, CFA Institute. Too Smart for Our Own Good: Ingenious Investment Strategies, Illusions of Safety,…
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…
Aswath Damodaran on the COVID Crucible: A Play in Three Acts
by Paul McCaffrey, CFA Institute. Aswath Damodaran determined early on not to treat the COVID-19 crisis like previous…
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…
PODCAST: Putting Inflation Concerns in Perspective
by Stephen H. Dover, CFA, Franklin Templeton Investments Listen to our “Talking Markets” podcast. A transcript follows. Transcript…
Notes from the Trading Desk—Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities were weaker overall last week, with…
Inflation Expectations Are Up. Should Investors Worry?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, and Christina Shaffer, Senior Fixed Income Analyst,…
William Smead: "Simon Says"
by William Smead, Smead Capital Management When we were kids, we used to play a game called “Simon…
Could the Year of the Ox be a metaphor for 2021’s global economy?
by Kristina Hooper, Chief Global Strategist, Invesco Canada Weekly Market Compass: As we enter a new lunar year,…
