Section
Duration
8 posts
G4 Sovereign Supply Finds a Ceiling — Except in Japan
Goldman Sachs Global Interest Rates Research, led by William Marshall and Simon Freycenet, releases its 2027 G4 sovereign…
The Long End Has a Problem
US Treasuries are selling off, the Fed is stranded, and the market is searching for a new equilibrium.
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…
Richard Bernstein: Reviving Guns & Butter?
by Richard Bernstein Advisors Economic historians sometimes refer to mid-1960s’ US fiscal policy as “Guns & Butter”. The…
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.
Falling short: Why are long-dated bonds struggling in 2025?
Jenna Barnard, Head of Global Bonds, explores why longer-dated government bonds have struggled during 2025 despite central bank rate cuts.
Top-Heavy Markets, Fragile Portfolios: How to Break Free of the Mag-7 Trap
Listen on The Move What do advisors do when markets feel like a giant game of Jenga—top-heavy,…
A Global Aversion for Long Duration
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The recent spike in U.S. 30-Year bond…
Market Ethos: Debt Sustainability
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments In late 2009, Greece came to market to…