Section
Fixed Income
3327 posts
Lessons from the Fed's Past
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways The Fed and other central banks have…
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...
Technically Speaking: COT Positioning – Back To Extremes: Q2-2020
by Lance Roberts, RIA The market has gotten quite ahead of the fundamentals as money continues to chase…
Economies may be more fragile than they seem
by Eric Knutzen, CIO, Multi-Asset Class, Neuberger Berman The acclaimed drama reminds us of the possibility of the…
Is there a mega-cap bubble in stocks?
Is a 90s-style bubble forming in mega-caps? Jurrien Timmer looks at the evidence. by Jurrien Timmer, Director of…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest An early rally on the back of strong…
Howard Marks: Time for Thinking
by Howard Marks, Oaktree Capital In the early weeks and months of the novel coronavirus pandemic and the…
Midyear Outlook: Risk, Recovery and New Market Realities
Franklin Templeton Investments' CIOs' Global Investment Outlook offers perspective on the investment landscape and the US elections. by…
Stocks at a Fork in the Road
by Jurrien Timmer Director, Global Macro, Fidelity Investments Key takeaways The direction the stock market may take now…
PODCAST: Emerging Divergences in Economies and Financial Markets
by Edward D. Perks, CFA, Franklin Templeton Investments Listen to our latest “Talking Markets” podcast. A transcript follows.…
3Q:2020 Capital Markets Outlook Broadcast
by Richard Brink, AllianceBernstein Transcript: Hello, everyone, and welcome. Now, all of us have seen the strength and…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Global equity markets were mixed last week, with…
Heightened Volatility
Supported by monetary and fiscal policies and boosted by renewed investor enthusiasm, global financial markets have rebounded. by…
The Markets Are Sending Confounding Messages
by Michael Lebowitz, CFA, and Jack Scott, CFA, 720 Global Research The Markets Are Sending Confounding Messages On…
Currency Debasement Is Readjusting the Investment Landscape
by Hubert Marleau, Market Economist, Palos Management The desire for risky assets reversed last week even though some…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest The STOXX Europe Index 600 closed the week…
