Section
Fixed Income
3327 posts
September Fed meeting: The (long) wait for 2% inflation begins
by Paul Eitelman, Russell Investments Economists were focused on three facets of the U.S. Federal Reserve (the Fed)’s…
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...
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Equity markets treaded water last week, with a…
Hubert Marleau: Can the Fed Manufacture the Desired Outcome?
by Hubert Marleau, Market Economist, Palos Management The stock market made good gains in the earlier part of…
Rational Exuberance? Explaining Global Equity Market Gains
by Mark Phelps, CIO, Concentrated Global Growth, AllianceBernstein Global stock markets pulled back in early September, after a…
ESG in fixed income: From niche to mainstream
by Robert Neilson, Invesco Canada The Invesco 2020 Global Fixed Income Study provides hard evidence that a sea…
Still Looking for Alternatives? How about Real Assets?
by Edward D. Perks, CFA, and Gene Podkaminer, Franklin Templeton Mutli-Asset Solutions, Franklin Templeton Investments Major Themes Driving Our…
The Myth of Low Yields and Low Returns
by Erin Bigley, AllianceBernstein With central banks anchoring official rates at historic low levels, investors are understandably concerned…
"Rotation"
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Charles Schwab & Company The U.S. stock market hit pause…
Positive Policies to Cut the Debt Burden
by Brian Wesbury, Chief Economist, and Robert Stein, Deputy Chief Economist, First Trust Portfolios When government forces businesses…
Ep. 53 Srikanth (Sri) Iyer, Guardian Capital
Our conversation with Srikanth (Sri) Iyer, Managing Director, and Head of I3 (i-Cubed) Investments, at Guardian Capital. …
Don’t Ditch Duration
by Erin Bigley, AllianceBernstein With interest rates having fallen to historic low levels this year, investors are understandably…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week was more interesting for global markets…
Rationalization: Low Rates Justify High Valuations
by Lance Roberts, RIA The “rationalization” that low rates justify high valuations is but one of several arguments…
Fire is the test of gold
by Talley Léger, Sr. Investment Strategist, Invesco Canada After almost doubling since its cycle low in December 2015,…
Why Own Bonds When Yields Are So Low?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Key Points Investors should still consider…
