Bonds

Torsten Sløk: 2025 Economic Outlook–Resilience Amid Challenges

As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management'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...

Quick View – The Fed decision: Higher growth comes at a price

Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk discuss how the Federal Reserve’s (Fed) December decision illustrates that sustained U.S. economic growth comes at the price of a higher rate trajectory.

Fixed Income Sector Views: Signs of progress, signals of caution

by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income team…

On My Mind: 2025—Looking good, feeling good?

by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…

Bond outlook: Income opportunities widen

by Vincent Gonzales, David Daigle, Jerry Solomon, Fixed Income Portfolio Managers, Capital Group KEY TAKEAWAYS A resilient U.S.…

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.