Section
Yield Curve
45 posts
Bond Markets Reach a Turning Point
Despite inflation pressure, tariffs and immigration policy are leading to slower job growth and consumer spending, which may prompt the Federal Reserve to cut interest rates soon.
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...
Where to invest on the yield curve
Doug Drabik discusses fixed income market conditions and offers insight for bond investors.
Rethinking Fixed Income: How Franklin Templeton Is Helping Advisors Navigate a New Era for Bonds
Letās be clearābonds just arenāt what they used to be. With interest rates climbing, geopolitical uncertainty swirling, and…
Managing Trump Uncertainty: Defensive Fixed Income in a Reshaped World Order
In a world shaken by policy whiplash, trade upheaval, and renewed inflation fears, the team at Ninepoint Partners…
Moodyās Debt Downgrade ā Does It Matter?
by Lance Roberts, RIA This morning (May 19, 2025), markets are reacting to Moodyās rating downgrade of U.S.…
The Private Credit Power Play: Why Antrimās Balanced Mortgage Fund is a Bet on Stability
When central banks flood the system with liquidity, asset prices go to the moon, and risk management becomes…
Will History Rhyme? Fixed Income Themes During the First Trump Administration
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Early in the second Trump administration, tariff threats…
Three Ways Investors Can Capitalize on Election-Driven Rate Volatility
by Gershon Distenfeld, CFA, Faid Malik, and Monica Carlson, AllianceBernstein Investors in US fixed-income markets may want to…
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…
Red Waves and Bond Graveyards: The Fedās Nightmare in Trumpās 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,...
The Return of the Treasury Term Premium
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
Multi-Trillion-Dollar Question
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: Cash yields are starting to come down as…
Craig Basinger: Elasticity of Yield Demand
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Summary: There are many buyers of government bonds, ranging…
When Will the Yield Curve āUnāInvert?
by Kevin Flanagan, Head of Fixed Income Strategy, WisdomTree Key Takeaways The UST yield curve has been inverted,…
Harvesting opportunities: Income diversification for uncertain times
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income InvestorsĀ Despite the US Federal Reserveās cautious stance…
