Section
Fixed Income
3072 posts
Four grey swan events that may impact markets this year
by Aly Somani, CFA, Portfolio Manager, SLGI Asset Management Inc. Recall our insights last year on "grey swans":…
How have markets and economy evolved since the last leap year?
by Larry Adam, CIO, Raymond James Key Takeaways Stocks have continued to leap higher Bonds still have not…
AGF Investments Launches Additional ETF Series
Offerings provide investors with access to alternatives, active fixed income, and U.S. small-mid cap equities in a mutual…
Mythbusters: The Treasury Yields Episode
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree 02/14/2024 The last few years have presented interesting challenges…
Sustaining Progress
by Carl Tannenbaum, Vaibhav Tandon, Ryan James Boyle, Northern Trust The Northern Trust Economics team shares its outlook…
A Structural Alpha Opportunity
by Ben Nabet and Joe Auth, GMO LLC Why Ratings Donât Tell the Full Story in Securitized Credit…
Howard Marks' Memo: Easy Money
by Howard Marks, Vice-Chairman, Oaktree Capital The backstory: I began writing these memos in 1990 and continued to…
DoubleLine Round Table Prime: Best Ideas for 2024
In this segment, the DoubleLine Round Table Prime panelists share their best ideas for 2024: Coming together for…
S&P 500 Index Dividend Payout Profile
by Bob Carey, Chief Market Strategist, First Trust Portfolios View from the Observation Deck Companies often return capital…
The Fedâs Rate Message Makes the Sidelines Risky
by Eric Winograd, Senior Vice President and Director of Developed Market Economic Research, AllianceBernstein The Fed poured cold…
On My Mind: Productivity boomânew dawn or false dawn?
by Sonal Desai, CIO, Fixed Income, Franklin Templeton Fixed Income Franklin Fixed Income CIO Sonal Desai discusses why…
The Fed's Wait, Wait, Wait, Then Drip, Drip, Drip Strategy. Can We Achieve a Soft Landing?
by Campbell Harvey, Research Affiliates Key Points The inverted yield curve indicator that I developed in my dissertation,…
Quick Thoughts: Kicking the can down the road
by Stephen H. Dover, CFA, Chief Market Strategist, Head, and Rick Polsinello, Senior Market Strategist, Franklin Templeton Institute…
The Year of Disinflation
by Niels Clemens Jensen, Absolute Return Partners Inflation is when you pay fifteen dollars for the ten-dollar haircut…
3 surprising investing ideas for 2024
by Denise Chisholm, Director of Quantitative Market Strategy, Fidelity Management & Research Company, Fidelity Viewpoints Find out what…
