Section
Fixed Income
3328 posts
Macro View: The Rescues are Ruining Capitalism
by Lance Roberts, RIA I want to discuss a recent WallStreet Journal article by Ruchir Sharma entitled “The…
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...
What could a divided government mean for US stocks?
by Kristina Hooper & Brian Levitt, Invesco Canada As we wait for the votes to be counted, and…
Stimulus and Thinking Differently about Risk
by Gene Podkaminer, CFA, Franklin Templeton Investments Here are a few highlights from the conversation today: “The election…
Revenge of the Bond Bear
by David Stonehouse, AGF Management Ltd. Is the long-awaited, oft-prophesied bond bear market finally upon us? As you…
The counting continues as Trump and Biden pursue a path to victory
by Kristina Hooper, Marty Flanagan, Brian Levitt, and Andy Blocker, Invesco Canada As of midnight EST, the 2020…
The Priority Pyramid
by Ashok Bhatia, CFA, Deputy Chief Investment Officer—Fixed Income, Neuberger Berman Tuesday's election matters—but it is the top…
US 2020 Election Investment Pulse: No Blue Wave Lessens Policy Uncertainty
by Scott Glasser, Franklin Templeton Investments Here are some highlights from their conversation today: “Probably the markets were…
2020 Vision: Focusing on Risk Mitigation
by Roger Ackerman, and Harish Sundaresh, Loomis Sayles Coming into the home stretch of 2020, continued concerns about…
Investing Without a Parachute
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock The outlook for protracted zero interest rate policy…
Elections and the Bond Market
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, Schwab Center for FInancial Research As the…
In the Eye of the Storm
by Scott Minerd, Global CIO, Guggenheim Partners Everybody is familiar with the phenomenon of the eye of the…
Technically Speaking: It’s Coming. A Huge Bond Buying Opportunity.
by Lance Roberts, RIA Here we go again. After plunging to new lows, the calls for the end…
Economy could be at a key inflection point
Fiscal and monetary policy could shift and that could bring big changes. by Jurrien Timmer, Director of Global…
Real assets: Looking for income in all the right places?
by Darren Spencer, Russell Investments Real assets, including real estate and infrastructure, have become an increasingly important component…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equities were weaker overall last week, with…
