Section
Capital Market
63 posts
AI Needs Power. Power Needs Capital.
by SIACharts.com The 30-year Treasury yield has become one of the market’s more closely watched signals this week,…
Risk-Free Is a Bit Riskier
by Craig Basinger, Derek Benedet, & Brett Gustafson, Purpose Investments The risk-free rate, aptly named, is the nominal…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Stablecoin Meets Sovereign Debt: Is Treasury’s Next Funding Tool Hiding in Plain Sight?
Imagine this: the U.S. Treasury, faced with ballooning debt and tougher borrowing conditions, turns to a solution born…
Credit Spreads: Recession Indicator or Market Correction?
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Kent Cullinane, Analyst, Research.…
Hugh Hendry: The Growing China problem?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
The “Abundant Reserve” System Crushes the Fed
by Brian S. Wesbury – Chief Economist & Robert Stein, CFA – Deputy Chief Economist, First Trust Portfolios…
Quick Thoughts: Banks and the butterfly effect—the global ramifications
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Financial market…
The Treasury Market Is The Fed’s Next Crisis
by Lance Roberts, RIA The Fed’s next crisis is already brewing. Unlike 2008, where “subprime mortgages” froze counter-party…
Labor: Strike While the Iron Is Hot
Strikes and quits show workers are feeling emboldened. by Ryan James Boyle, Vice President, Senior Economist, Northern Trust…
Guy Haselmann: A Thoughtful Look at World Order After COVID-19
Our conversation with Capital Markets Strategist, Guy Haselmann, on COVID-19's market, economic and social shock, and contemplating…
Mark Noble: Did ETFs Pass the Pandemic Sell-Off Test?
Mark Noble, EVP, Horizons ETFs, and Head of ETF Strategy joins us for an in-depth…
2019 Fixed Income Survey: Is a change in market dynamics afoot?
by Adam Smears, Russell Investments Throughout the year we ask leading bond and currency managers to consider valuations,…
World’s Largest Institutional Investors Expecting More Asset Allocation Changes Over Next Two Years Than In The Past
by Fidelity Canada InstitutionalSM With More Asset Allocation Changes Expected Globally, Institutional Investors May Find Value in Examining…
Did Carney Really Open the Door to a Rate Hike?
Did Carney Really Open the Door to a Rate Hike? by Marc Chandler Sterling is the strongest currency…
Sterling Update
Sterling Update by Marc Chandler The UK High Court ruled that Parliament has the right to vote on…