Section
Fixed Income
3263 posts
Fixed Income Sector Views: Signs of progress, signals of caution
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income team…
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...
Top 10 Ethos of 2024
by Craig Basinger, Purpose Investments, David Benedet, Portfolio Manager, Purpose Investments As with tradition, this is the last…
Prediction For 2025 Using Valuation Levels
by Lance Roberts, RIA It’s that time of year when Wall Street polishes up its crystal balls and…
On My Mind: 2025—Looking good, feeling good?
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Even with the uncertainty surrounding the new…
Bond outlook: Income opportunities widen
by Vincent Gonzales, David Daigle, Jerry Solomon, Fixed Income Portfolio Managers, Capital Group KEY TAKEAWAYS A resilient U.S.…
Are the political winds shifting in favour of bond investors?
by Jenna Barnard, Co-Head of Global Bonds, Portfolio Manager, Janus Henderson Jenna Barnard, Co-Head of Global Bonds, believes…
Alternative Allocations: A CIO’s perspective on allocating to alts
by Tony Davidow, Senior Alternatives Investment Strategist, Franklin Templeton Institute In the latest Alternative Allocations podcast, the benefits…
Yields and Credit Quality Make High Yield Bonds Attractive for 2025
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low. by Eric…
High-Level Thoughts on Stock and Bond Markets in 2025
by Jeffrey Buchbinder, Chief Equity Strategist & Team, LPL Financial LPL Research’s Outlook 2025: Pragmatic Optimism will be…
Thoughts From the Bond Vigilantes
Amid concerns about the impact of rising deficits on U.S. Treasuries, it helps to differentiate bond investments by maturity, credit rating, and global relative value.
Bullish Bears, Bearish Bulls: Picton, Wilson & Belski Weigh in
At Picton Mahoney’s Alternative Exchange1 event in mid-November 2024 (you’ll have to register to watch it, and it’s worth it), three of the industry’s boldest voices—David Picton (CEO at Picton Mahoney Asset Management), Mike Wilson ( Chief U.S. Equity Strategist & CIO at JPMorgan), and Brian Belski (Chief Investment Strategist & Leader of the Investment Strategy Group at BMO)—stepped onto the stage.
Three-Peat? A Market Recap and Analysis
by Craig Basinger, Purpose Investments, & Team, Purpose Investments Jump To Trump Term 2.0 Equities – Can US…
Fixed Income Macro Views: The return of (trade) policy uncertainty
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
Three Ways Investors Can Capitalize on Election-Driven Rate Volatility
by Gershon Distenfeld, CFA, Faid Malik, and Monica Carlson, AllianceBernstein Investors in US fixed-income markets may want to…
A Basket of Uncertainty Bolsters the Dollar
by Quincy Krosby, PhD, Chief Global Strategist, & Joshua Cline, Associate Analyst, LPL Financial The dollar’s continued climb…
