Section
Fixed Income
3327 posts
Midway Through 2025, WisdomTree Says It’s Time to Tune Out the Noise and Get Back to Basics
With so many headlines flying around—wars, tariffs, political drama—it’d be easy to lose track of what really matters.…
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...
Midyear Outlook 2025: Pragmatic Optimism, Measured Expectations
by LPL Research Recently, the LPL Research team published the 2025 Midyear Outlook: Pragmatic Optimism, Measured Expectations. A…
On My Mind: Stop me if you think you’ve heard this one before
A full three months since President Trump’s “Liberation Day” tariff announcements sparked panic in financial markets, macro developments have been benign. The passage of the Big Beautiful Bill has brought clarity on the fiscal outlook, but uncertainty on trade negotiations remains. Franklin Templeton Fixed Income CIO Sonal Desai explains what this means for investors going forward.
Corey Hoffstein: Merger Arbitrage Isn’t Just for Institutions Anymore — Here’s How You Can Use It
Listen on The Move Forget what you thought about merger arbitrage — it’s no longer out…
Fragile Convictions, Fortified Portfolios: PICTON’s Playbook for a Market Built on Hope
“We don’t think it’s a bull market... we think it’s very prudent to focus on much better diversification within portfolios.” — David Picton, President & CEO, PICTON Investments
Sadiq Adatia’s Big Shift: Betting on What’s Been Left Behind
When you’re the Chief Investment Officer overseeing $75 billion in assets, every move matters. Sadiq Adatia of BMO…
Global X Mid-Year Outlook: Strategies for a Shifting Market Landscape
Global X ETFs' Chris McHaney, Raghav Mehta, Brooke Thackray, Alex Smahtin, and Andrew Albrecht provide their perspectives in…
Prevailing Skepticism Means Rally Has More Room
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
A Simpler Way to Lock in Yield: How BMO’s New Target Date ETFs Bring Back the Bond Experience
If you're a Canadian investor feeling whiplashed by interest rate swings or struggling to plan around unpredictable cash…
SLR: Could It End The Bond Bear Market
by Lance Roberts, RIA On June 25th, the Federal Reserve quietly announced a significant change to the Supplementary…
Can bond yields predict returns?
Nicholas Ware and Dillan Shah, fixed income portfolio managers, look at whether yields can offer predictive information about total returns from bonds.
The Fed’s “Transitory” Mistake Is Affecting Its Outlook
by Lance Roberts, RIA In 2023 and 2024, the Fed was under intense public and media scrutiny for…
Above the Noise: Putting pessimism in perspective
by Brian Levitt, Global Market Strategist, Invesco Key takeaways Recession perceptions - High yield bond spreads indicate that…
Separating Signal from Noise: Strategies for Equity Growth Investors
by Thorsten Winkelmann, Chief Investment Officer—European and Global Growth Equities, & Marcus Morris-Eyton, Portfolio Manager—European and Global Growth…
Diversification Reimagined: Building Resilient Portfolios with NEPC’s Playbook
In the investing world, diversification is often treated as a checkbox—something to do, but not deeply understood. Yet,…
