Section
Bonds
1664 posts
On my mind: (r)-stargazing
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
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...
Something's gotta give
by Richard Bernstein, Richard Bernstein Advisors Financial cycles repeat and current speculation that “this time is different” is…
Sure, Cash Is Cool Again, but Bonds Are Better
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Financial After ten years of nearly zero cash yields, the…
Data Dependency = Volatility
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Fed policy has a heightened data dependency,…
Where To Turn When Stocks and Bonds Move Together
by Bob Elliott and Johann Colloredo-Mansfield, Unlimited Funds Historically, 60/40 investors have relied on bonds to protect their…
Don’t fear the language – understand it
by Doug Drabik, Fixed Income, Raymond James Doug Drabik discusses fixed income market conditions and offers insight for…
On My Mind: The twin roots of rising rates
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Fixed Income CIO Sonal Desai…
Harvesting opportunities: Income diversification for uncertain times
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Despite the US Federal Reserve’s cautious stance…
Let’s Stop with the Rate Hike Talk Already
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The UST market reacted positively to the…
Harnessing income opportunity in high yield credit
by Jeffrey Rosenberg, Managing Director, Systematic Fixed Income, BlackRock Key points Opportunities in high yield: High yield credit…
Quick Thoughts: Investment Ideas—Getting cash off the sidelines
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Is it time to move…
Quick Thoughts: Fed hawks will fly lower—eventually
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute, & Rick Polsinello, CIMA®, Senior…
Rotation to Duration: Seeking a More Resilient Portfolio
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock Key takeaways We believe the Fed’s current…
Fidelity: Economic outlook: Second quarter 2024
by Dirk Hofschire, CFA, Senior Vice President, Asset Allocation Research, et al, Fidelity Viewpoints Global expansion broadened and…
Aubrey Basdeo: More Coupon, Less Duration
Listen on The Move In this episode, our conversation with Aubrey Basdeo, Head of Fixed Income at…
