Section
Credit Markets
611 posts
50% Tariffs or TACO Tuesday? What Canadian Advisors Need to Know Before January 1
When Canada woke up to news of new 50% tariffs on its goods entering the United States, the…
When the Lens Changes, Everything Changes
The greatest investment risk in today's market may not be a data surprise. It may be a change…
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.
The Great Rate Reset: Why the 40-Year Bond Bull Is Over — and What to Do About It
by AdvisorAnalyst Editorial Team | September 12, 2026 The bond market has been sending a clear message for…
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
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,…
Today’s UST Yields: “This is not the new normal, it's just normal.”
While Wall Street fixates on whether the Federal Reserve cuts in September, Shelton Capital Management's Gary Stringer is…
Collateralized Loan Obligations: A Structured Credit Class Advisors Can No Longer Afford to Ignore
A new whitepaper from Meketa Investment Group cuts through the structural complexity surrounding collateralized loan obligations, making a…
Tech's Debt Reckoning
The AI spending boom is quietly rewriting the rules of risk in the world's most closely watched sector
Rethinking Fixed Income for Today's Post-QE Market
White Paper on Structural Change in Government and Corporate Bond Markets
Fixed Income Finds Its Footing — But Discipline Defines the Winners
Schroders' US Multi-Sector Fixed Income Team sees income as the story, selectivity as the edge, and patience as the strategy
Private Credit Under Pressure: Separating Signal from Noise
BMO Global Asset Management's Mark Jarosz on defaults, CLOs, and the retail-institutional divide
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
AGF's David Stonehouse: A Narrower Path Forward for Markets
As markets head toward 2026 with momentum but less margin for error, David Stonehouse offers a clear-eyed roadmap for navigating tariffs, policy pivots, and a maturing bull market.
AI capex wave tests bond market depth
by Adam Smears, Managing Director, Investment Research - Fixed Income, Russell Investments Key takeaways AI-related capital expenditures are…
Ducks on the water: beneath the surface, market speculation runs deep
by Jeffrey Rosenberg, Senior Portfolio Manager, Systematic Fixed Income, BlackRock Key points: Before the decline over the past…