Section
Fixed Income
3186 posts
Stacking in a Higher Interest Rate Environment
by Corey Hoffstein, Rodrigo Gordillo & Team, Return Stacked Portfolio Solutions This article explores the relevance of leverage…
Balance Is Critical for the Obstacles Ahead
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset, Neuberger Berman Rising inflation may be behind us, but…
A Tightrope Economy: Employment Weakness and Fed's Dilemma
by Hubert Marleau, Market Economist, Palos Management September 6, 2024 Until now, Goldilocks conditions have been in place,…
Back to school: Macro cliff notes and a look ahead
by Tom Becker, Portfolio Manager, Global Tactical Asset Allocation Team, BlackRock Mid-summer markets were a bit of a…
Quick Thoughts: US employment insights and implications for investors
by Stephen H. Dover, CFA, Chief Market Strategist, Head of Franklin Templeton Institute Fed Chair Jerome Powell’s latest…
SocGen's Albert Edwards: Why August turbulence might not yet be over
SocGen's Albert Edwards points out that the turbulence in equity markets may not yet be done in his…
Let’s Get Real (Rates)!
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock To know ahead of time what you're…
Are brighter days in store for bond investors?
by Mike Gavan , Ryan Katona , Austin O'Neill, Russell Investments Executive summary: Two years ago, the Fed's…
Reversal of fortune
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Strong stock rally - After a sharp decline…
The long term approach vs. short term noise
by Nick Goetze, Fixed Income, Raymond James Nick Goetze discusses fixed income market conditions and offers insight for…
High-Yield Bonds: Exploring Opportunities in a Volatile Market
by Eric Williams, Head of Capital Structure, Northern Trust We explore how strong fundamentals and a resilient economy…
Craig Basinger: Elasticity of Yield Demand
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: There are many buyers of government bonds, ranging…
Bond Market: Shaken, Not Stirred
by Kathy Jones, Head of Fixed Income, Charles Schwab & Company Ltd Bond prices whipsawed over the past…
Curve Spreads Climb Closer to Breakeven
by Adam Turnquist, CMT, Chief Technical Strategist, LPL Financial Signs of cooling inflation and a slowing but still…
It’s Hard to Relax
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman It’s time for a well-deserved, late-summer breather,…
