Section
Bonds
1665 posts
NBI CIO Office: Base Case Scenario (Fall 2023)
by Martin Lefebvre, CIO, & Team, National Bank Investments Highlights 1. The Bull Case (Immaculate disinflation): a scenario…
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...
On My Mind: Restrictive? We’ll know it when we see it.
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income The Fed sent a strong signal that interest…
The Federal Reserve’s Decision: High for Longer
by Hubert Marleau, Market Economist, Palos Management September 22, 2023 The Federal Open Market Committee held a 2-day,…
Bond Vigilantes And The Waiting For Godot
by Lance Roberts, RIA The term “Bond Vigilantes” is a nostalgic twist on an old-west theme. In the…
Key Macro Charts to Watch: Global Rate Ripples: Analyzing Key Players
Alfonso Peccatiello1 critiques the European Central Bank's (ECB) decision to raise interest rates to 4%, terming it a…
Market Ethos: Dividends on sale
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos September 18, 2023 Investing isn’t easy. The…
Why the 60/40 Portfolio Isn’t Dead, but May Need a Rethink
By David Stonehouse, MBA, CFA®, SVP & Head of North American and Specialty Investments, AGF Investments Inc. To…
Barbie, Beyoncé, Taylor Swift and the Economic Outlook
by Eric Winograd, Senior Vice President, Director, Developed Market Economic Research, AllianceBernstein Over the course of my career…
The Fed will cut rates in 2024
by Jared Dillian, MFA, The 10th Man That’s a bold prediction in the title. I believe it will…
Schwab Market Perspective: Tension
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
Political Gridlock but Fiscal Largesse
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman How political dysfunction undermines debt sustainability and…
The Regime of High Inflation is Over: It’s Cooling
by Hubert Marleau, Market Economist, Palos Management September 15, 2023 The US economy, like all others, is permanently…
NBI CIO Office Sept 2023 – Asset Allocation Strategy – Careful considerations
by Martin Lefebvre, CIO, & Team, National Bank Investments Copyright © National Bank Investments
5 investing mistakes to avoid
by George Wendt, Lisa Thompson, Steve Watson, Justin Toner & Martin Jacobs, Capital Group There is an old…
Our Stagflationary Future
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
