Section
Bonds
1664 posts
Bond outlook: Income opportunities widen
by Vincent Gonzales, David Daigle, Jerry Solomon, Fixed Income Portfolio Managers, Capital Group KEY TAKEAWAYS A resilient U.S.…
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...
Are the political winds shifting in favour of bond investors?
by Jenna Barnard, Co-Head of Global Bonds, Portfolio Manager, Janus Henderson Jenna Barnard, Co-Head of Global Bonds, believes…
Alternative Allocations: A CIO’s perspective on allocating to alts
by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute In the latest Alternative Allocations podcast, the benefits…
High-Level Thoughts on Stock and Bond Markets in 2025
by Jeffrey Buchbinder, Chief Equity Strategist & Team, LPL Financial LPL Research’s Outlook 2025: Pragmatic Optimism will be…
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
U.S. public debt: Where is the breaking point?
by Tryggvi Gudmundsson, Economist & Jayme Colosimo, Investment Director, Capital Group The sustainability of U.S. public debt has…
Economic Strength Drives Jump in Long-Term Rates
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
Unpacking the Treasury Rout Trifecta Post Trump Victory
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research November 06, 2024 As very few expected, the U.S.…
Don't get spooked, it's time to go trick-or-treating
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
Beware of Buying the Dip in Bonds
by Ashok Bhatia, CFA, Co-Chief Investment Officer—Fixed Income, Brad Tank, Co-Chief Investment Officer and Global Head of Fixed…
Hubert Marleau: Bond Yields Soar, But Stocks Hold Strong – Here’s Why
What’s Going On? October 25, 2024 It was a pretty slow week on the data front, but not…
The Return of the Treasury Term Premium
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
Yields on the Rise
by Adam Turnquist, CMT, Chief Technical Strategist, LPL Financial Price action in Treasury markets over the last month…
The inverted yield curve: Still a reliable signal?
by Tracey Manzi, Senior Investment Strategist, Raymond James Senior Investment Strategist Tracey Manzi notes that while the predictive…
Investing in an era of flouted rules
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Key points An era of flouted rules: The…
