Section
Bonds
1665 posts
The Fed Hesitates and the Markets Wait
by Kathy Jones, Managing Director, Chief Fixed Income Strategist, Schwab Center for Financial Research Although a strong economy…
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...
Why stocks can survive bond market bumps
by Russ Koesterich, CFA, JD, Portfolio Manager, BlackRock In this article, Russ Koesterich discusses the reason behind the…
Four grey swan events that may impact markets this year
by Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. Recall our insights last year on "grey swans":…
How have markets and economy evolved since the last leap year?
by Larry Adam, CIO, Raymond James Key Takeaways Stocks have continued to leap higher Bonds still have not…
Mythbusters: The Treasury Yields Episode
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree 02/14/2024 The last few years have presented interesting challenges…
DoubleLine Round Table Prime: Best Ideas for 2024
In this segment, the DoubleLine Round Table Prime panelists share their best ideas for 2024: Coming together for…
The Fed's Wait, Wait, Wait, Then Drip, Drip, Drip Strategy. Can We Achieve a Soft Landing?
by Campbell Harvey, Research Affiliates Key Points The inverted yield curve indicator that I developed in my dissertation,…
Quick Thoughts: Kicking the can down the road
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute…
US economy: Ending 2023 on an unexpected high
by Nikhil Mohan, Economist, Franklin Fixed Income, Franklin Templeton US gross domestic product surprised to the upside in…
It’s Time to Say Goodbye to ‘T-Bill and Chill’
by Monika Carlson, CFA | Senior Investment Strategist—Fixed Income, AllianceBernstein Investors who wait too long to get off…
DoubleLine Round Table Prime 2024: Macro Outlook
During the macroeconomic segment of its 2024 edition, participants in DoubleLine Round Table Prime among other issues debate…
Bond Diversification Is Falling: Portfolio Implications
by Jeremy Schwartz, CFA, Global Chief Investment Officer, Associate Director, Research, WisdomTree One of the most important market…
Key factors behind the volatility in fixed income markets
by Paul Eitelman, Russell Investments Executive summary: Government bond yields rose in the UK and Canada amid stronger…
Will the bond market cooling trend persist?
by Larry Adam, CIO, Raymond James Key Takeaways Policymakers pour ‘cold water’ on early rate cuts Economic data…
2024 Fixed Income: Don't be a hero
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors In what was supposed to be the “year…
