Section
Fixed Income
3328 posts
Neel Kashkari Is The Definition Of “Moral Hazard”
by Lance Roberts, RIA Neel Kashkari, in a recent CNBC interview, said, “I don’t see any moral hazard…
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...
Flexibility and Fundamentals
by David M. Brown, CFA, Co-Head of Global Investment Grade Fixed Income, Adam Grotzinger, CFA, Senior Portfolio Manager,…
Big shoes to fill: Rethinking defensive asset allocations after a 40-year bull market in Treasury bonds
by Van Luu, Russell Investments U.S. Treasury bonds are not likely to repeat their spectacular performance as income-producing…
Emerging-Market Debt: Opportunity in a Volatile Environment
by Shamaila Khan, AllianceBernstein Emerging-market debt (EMD) has rebounded sharply off March lows as investor fears of a…
Investment Perspective: Election Correction?
The results of the 2016 election were clear on election night, but the 2020 election is not setting…
Do Bonds Still Provide Diversification?
by Kathy Jones, Senior Vice President, Head of Fixed Income Strategies, Schwab Center for FInancial Research The bond…
Market Perspective: Turning to Earnings Season
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Charles Schwab & Company With economic momentum having slowed, investors…
Notes from the Trading Desk
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest After a relatively stable start to last week,…
Technically Speaking: COT – Everyone’s Back In The Pool: Q3-2020
by Lance Roberts, RIA As discussed in Hopes Of More Stimulus, the market has rebounded following the September…
Howard Marks' Latest Memo: Coming Into Focus
by Howard Marks, Chairman, Oaktree Capital Roughly two months have passed since my last memo, Time for Thinking,…
A Broader Market, but Not a “Value” Rotation
by Bryce Coward, CFA and Stephen Vanelli, CFA, Knowledge Leaders Capital In recent weeks the market has been…
Plot a course around near-term risks
by Michael Fredericks, Head of Income Investing, Multi-Asset Strategies, Blackrock Markets are facing choppier waters, but the backdrop…
Will US Sanctions Disrupt China’s Credit Market?
by Hua Cheng, Mo Ji, and Elizabeth Bakarich, AllianceBernstein Escalating trade tensions between the US and China could…
Why European Fixed Income Has Become More Attractive
by Flavio Carpenzano, AllianceBernstein Despite the impact of COVID-19, euro fixed-income markets offer active investors attractive opportunities and…
Notes from Franklin Templeton's Trading Desk
by Franklin Templeton Investments The Digest Politics and rotation into value proved the key talking points in a…
