Section
Fixed Income
3263 posts
Credit Spreads: The Markets Early Warning Indicators
by Lance Roberts, RIA Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.…
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...
An investor's guide to potential U.S. policy changes in 2025
by Paul Eitelman, Russell Investments Executive summary: U.S. policies are set for a major reshaping as full Republican…
U.S. public debt: Where is the breaking point?
by Tryggvi Gudmundsson, Economist & Jayme Colosimo, Investment Director, Capital Group The sustainability of U.S. public debt has…
Economic Strength Drives Jump in Long-Term Rates
by Professor Jeremy J. Siegel Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School…
2025 investment outlook: After the landing
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways Base case - We expect significant monetary policy…
Bonds? We Donât Need No Stinking Bonds!
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Investors have been piling into all-equity one-ticket solutions.…
Diversifying for income in todayâs markets
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Although the US economy remains resilient, labor…
Paul Tudor Jones: I Wonât Own Fixed Income
by Lance Roberts, RIA Paul Tudor Jones recently voiced concerns that rising U.S. deficits and debt and increasing…
Howard Marks: Ruminating on Asset Allocation
by Howard Marks, Vice Chairman, Oaktree Capital When I travel to see clients and spend entire days discussing…
Fed Watch: Speed Limit 25
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways Following November's quarter-point rate cut, the narrative…
Red Waves and Bond Graveyards: The Fedâs Nightmare in Trumpâs America
by Pierre Daillie, Managing Editor, AdvisorAnalyst.com
"What are they supposed to do now?" muses Gavekal.1 In a week filled with post-election jitters and bond market bruises,...
Bond... Global bond.
From a distinguished pioneer in fixed income investing
For over a century, MFS Investment Management has guided American investors through every market condition on record. Since 2010, Sun Life Global Investments has been bringing this expertise to Canadian investors, through a multitude of Sun Life MFS funds.
Unpacking the Treasury Rout Trifecta Post Trump Victory
by Lawrence Gillum, Chief Fixed Income Strategist, LPL Research November 06, 2024 As very few expected, the U.S.…
Don't get spooked, it's time to go trick-or-treating
by Drew O'Neil, Fixed Income, Raymond James Drew OâNeil discusses fixed income market conditions and offers insight for…
Beware of Buying the Dip in Bonds
by Ashok Bhatia, CFA, Co-Chief Investment OfficerâFixed Income, Brad Tank, Co-Chief Investment Officer and Global Head of Fixed…