Section
Fixed Income
3267 posts
The Impact of Tapering on Risky Assets
The U.S. Federal Reserve surprised the markets by announcing its decision to postpone reducing the purchase of Treasury…
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...
James Paulsen: Investment Outlook (September 24, 2013)
5 Job Market Myths by James Paulsen, Wells Capital Management Conditions in the job market have always dominated…
Simon Lack: Bonds Are Not Forever (The Crisis Facing Fixed Income Investors)
by Brenda Jubin, Reading the Markets As you might guess from its title, Bonds Are Not Forever: The…
4 Reasons to Have EM Exposure Now
by Russ Koesterich, Blackrock Blog Since the Fed first signaled its intent to taper last May, emerging market…
Jeffrey Saut: "Thank You!"
“Thank You!” by Jeffrey Saut, Chief Investment Strategist, Raymond James September 23, 2013 Thank you Franklin Templeton for…
Is It QE, Dividends Or Buybacks That Determine Market's Future Direction?
by David Templeton, Horan Capital Advisors A couple of charts circulating around the web this past week no…
Ray Dalio on How the Economy Works
Ray Dalio runs the world's largest hedge fund at Bridgewater and Associates. According to the company's website, in…
Rate Sensitive Stocks Surge on Bond Rally
by StockCharts.com Blog The Fed surprised everyone yesterday by deciding not to start its widely anticipated tapering of…
The Economy and Bond Market Radar (September 23, 2013)
The Economy and Bond Market Radar (September 23, 2013) Treasury yields rallied sharply this week as the Fed…
Guest Post: The Magnificent Fed
Originally posted at Monty Pelerin's World blog, The Fed’s decision not to taper surprised the financial world. Markets…
Global Equity Sectors Appear Fairly Valued
by David Templeton, Horan Capital Advisors A recent report by Thomson Reuters' AlphaNow provides a chart review package…
Many Bullish Indicators, But ...
Yesterday I wrote about how this rally off the August 27th low had good breadth, a bullish tailwind…
Rising Interest Rates Must End Soon
Why now may be the most opportune time to buy bonds than at any time in the past…
Time to Bench the Equity Benchmark Too?
by Patrick Rudden, AllianceBernstein While fixed-income investors are growing increasingly aware of the risks of benchmark-oriented bond portfolios…
Guest Post: Yellen In, Syria Done, 8 Risks That Remain
Submitted by Lance Roberts of Street Talk Live blog, It was quite a busy weekend for breaking news…
