Section
Fixed Income
3263 posts
The Meaning of a Dramatically Steeper Curve
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Investments As we enter 2025, the yield curve is…
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...
Bond Vigilantes Strike Back: The Fed's Dilemma and What It Means for Investors
by Hubert Marleau, Market Economist, Palos Management January 10, 2025 Based on metrics that we usually rely on…
Howard Marks: On Bubble Watch
by Howard Marks, Vice-Chairman, Oaktree Capital Exactly 25 years ago today, I published the first memo that brought…
Bonds are boringā¦ and thatās a good thing!
by Doug Drabik, Fixed Income, Raymond James The most celebrated and watched markets on the planet are the…
Treasury Bonds: Riding the Range
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd. Yields may trade in a wide…
High Hopes or Hollow Hype? A 2025 Reality Check
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Letās put a finger on…
From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)
Here are highlights from the J.P. Morgan "Guide to the MarketsĀ® U.S. | 1Q 2025" which focuses on:…
High Hopes, Solid Grounds
We prefer equities over fixed income, in particular U.S. equities as the outlook for the U.S. economy is…
JPM's David KellyāNavigating 2025: Out of the Storm, Into the Fog
The 2025 Investment Outlook from J.P. Morgan Asset Management, led by Chief Global Strategist David Kelly, provides a…
Turning the Page: WisdomTreeās 2025 Investment Outlook
āBig stock market leadership changes need some ruction, some big change in the system,ā WisdomTreeās team observes in…
Vanguardās 2025 Outlook: Beyond the Soft Landing and Into Uncharted Tensions
As the world gears up for 2025, Vanguardās Chief Global Economist, Joseph Davis, and team have released a…
UBS Unpacks the Economic and Investment Outlook for 2025
The UBS Chief Investment Office report, helmed by Paul Hsiao and Jason Draho, Ph.D., offers a comprehensive macroeconomic…
Torsten SlĆøk: 2025 Economic OutlookāResilience Amid Challenges
As we approach 2025, the U.S. economy continues to defy historical norms and confound expectations. Apollo Global Management's…
Glass Half Full: KKRās Optimistic Outlook for 2025
KKRās 2025 Investment and Economic Outlook serves as a measured yet optimistic guide for navigating the global economyās…
Quick View ā The Fed decision: Higher growth comes at a price
Global Head of Fixed Income Jim Cielinski and Head of Global Short Duration Daniel Siluk discuss how the Federal Reserveās (Fed) December decision illustrates that sustained U.S. economic growth comes at the price of a higher rate trajectory.
