Section
Ultra-Short Bonds
5 posts
The Great Rate Reset: Why the 40-Year Bond Bull Is Over — and What to Do About It
by AdvisorAnalyst Editorial Team | September 12, 2026 The bond market has been sending a clear message for…
When Cannons Fire, What Does Your Portfolio Do?
Man Group's Henry Neville Builds the Case for a Permanent War Hedge — and Finds Some Uncomfortable Anomalies Along the Way
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
TACO Is Off the Menu: DoubleLine's Sherman on Rethinking the Reflexive Buy
Recording on the first day of spring1, with the Iran conflict entering its fourth week, Jeffrey Sherman is…
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
Bridging the Gap Between Safety and Return
For many investors, 2025 has felt like a test of patience and conviction. Cash feels safe—but safety has a cost. In a world where “higher for longer” interest rate expectations meet volatile bond markets and stretched equity valuations,...