Section
Fixed Income
3328 posts
A clear push and pull remains as investors try to make sense
by Franklin Templeton Investments The Digest After the remarkable prior week in the aftermath of the Pfizer vaccine…
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...
2021 Fixed Income Outlook: Calmer Waters
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, Schwab Center for FInancial Research As 2020…
Stay Flexible in Credit
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman We still think credit is attractive for 2021, but…
Q4 2020 Fixed Income Survey: With the dust settling, is demand for riskier assets heating up?
by In this latest survey, 64 leading bond and currency managers considered valuations, expectations and outlooks for the…
US 2020 Election Investment Pulse: Why Fixed Income Now
by Douglas Hulsey, Franklin Templeton Investments “The announcement of these vaccines has been tremendously supportive of the capital…
Can Multi-Asset Investors Find Lasting Recovery in Emerging Markets?
by Morgan Harting, AllianceBernstein Emerging-market (EM) asset returns substantially lagged their developed-market (DM) counterparts over the last decade.…
How Bad Could This Cyclical Bear Be?
by David Stonehouse, SVP, Head, North American Specialty Investments, AGF Management Ltd. As we discussed in the first…
Vaccine News Improves Outlook
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Charles Schwab & Company Encouraging vaccine news has raised hopes…
US 2020 Election Investment Pulse: Neutral to Positive for Municipals
by Jennifer Johnston, Franklin Templeton Investments Here are some highlights from their conversation: “While increases in federal…
Picton Mahoney Q4 2020 Quarterly Update – "Full Steam Ahead (Almost)"
by David Picton and Team, Picton Mahoney Asset Management The coronavirus forced a global recession. Massive monetary and…
While Fixed Income Yields Remain Low, Theta Gang Generates Income through Covered Calls
by Berlinda Liu, Director, Global Research & Design, S&P Dow Jones Indices In response to the economic ravages…
Corporate Hybrids Come of Age
by Julian Marks, CFA, Senior Portfolio Manager, Neuberger Berman We believe the nearly €200 billion corporate hybrid market…
US 2020 Election Investment Pulse: Positive for Europe
by Katrina S. Dudley, CFA, Franklin Templeton Investments Here are a few highlights from the conversation today: “I…
Investment Pulse: Time for Strategy Rotation
by Stephen Dover and Brooks Ritchey, Franklin Templeton Investments Here are a few highlights from the conversation today:…
A Two-Lane Road With No Left or Right Turns As the “Blue Wave” Morphs Into a “Blue Wall”
by Hubert Marleau, Market Economist, Palos Management A massive comeback took place in the stock market last week…
