Section
Bonds
1665 posts
The hidden opportunity behind rising real rates
by John P. Bryson, Head of Investment Consulting, John Hancock Investment Management, & Keith H. Van Etten, CAIA,…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
Is Equity Risk Worth the Reward in a World of Higher Bond Yields?
by Walt Czaicki, CFA, Senior Investment Strategist—Equities David Wong, Senior Investment Strategist and Head—Asia Business Development, Equities Robert…
Big Picture: Are Better Times Ahead for U.S. Treasuries?
by Jean-Sébastien Nadeau, MBA, CFA®, Co-Portfolio Manager, AGF Investments Inc. Most fixed income investors are hoping the current…
Harvesting Losses into a Field of Opportunity
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree As the calendar pages continue to dwindle here in…
Balancing uncertainty and optimism: 2024 Chief Investment Officer Outlook
by William Davies, Global CIO, Columbia Threadneedle Investments Here’s what uncertainty around interest rates being higher for longer…
False start for inflation victory lap?
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos November 20, 2023. Grab that bottle of…
25th Hour
by Jared Dillian, The 10th Man, Mauldin Economics A movie that I’m quite fond of is 25th Hour,…
Bond Bear Market. Is It Dead, Or Just Hibernating?
by Lance Roberts, RIA Is the bond bear market finally over? That is the question everyone is asking…
A snapshot of bond valuations
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck Today’s blog post is…
Rotation to Duration: Seeking a More Resilient Portfolio
by Rick Rieder, CIO, Global Fixed Income, and Russell Brownback, Head of Global Macro, Fixed Income, BlackRock Key…
On My Mind: The Fed and markets—Same as it ever was
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income A dovish nudge in the Federal Reserve’s (Fed’s)…
Government Is Too Darn Big
by Brian Wesbury, Chief Economist, & Robert Stein, Deputy Chief Economist, First Trust Portfolios Two weeks ago, the…
Finding Value Amid Wall of Worry in Bonds
by Jeremy Schwartz, CFA, Global Chief Investment Officer, Associate Director, Research, WisdomTree In 2022, mortgage-backed securities (MBS) posted…
NBI CIO Office: Fall Colours
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
Holloween, All Saints’ Day, All Souls’ Day and St-Huber’s Feast Day Hit a Grand Slam
by Hubert Marleau, Market Economist, Palos Management November 3, 2023 Stocks kicked off an eventful Halloween week with…
