Section
Yield Curve
69 posts
Competition for Capital: The New Reality Reshaping Equity Markets
Two forces are reshaping the investment landscape with unusual intensity. In a September 17, 2026 report1 published by…
The Fed Arrived Late to Its Own Party
September 21, 2026 was not the day the Federal Reserve changed the world. It was the day it…
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.
Bumps Ahead
Resilient growth meets renewed inflation pressures.
50% Tariffs or TACO Tuesday? What Canadian Advisors Need to Know Before January 1
When Canada woke up to news of new 50% tariffs on its goods entering the United States, the…
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…
What’s driving the rise in global bond yields?
by Paul Eitelman, CFA, Global Chief Investment Strategist & BeiChen Lin, CFA, CPA, Director, Head of Canadian Strategy,…
When the Fed and the Treasury Pull in Opposite Directions
Kevin Nicholson of RiverFront Investment Group lays out a policy conflict that is reshaping the fixed income landscape
The Soupe Du Jour is U.S. Bonds Yields
by Hubert Marleau, Market Economist, Palos Management Last week I wrote: “There is way too much unjustifiable pessimism…
Looking Back, Looking Ahead (September 7, 2026)
The Bond Market Is Talking. Is Anyone Listening? The week ahead arrives with a cluster of data points…
On My Mind: Rearranging the Debt Chairs
According to Franklin Templeton CIO Sonal Desai, the Treasury Secretary Bessent’s announcement of at least doubling the size of Treasury buybacks will not move the needle without a reduced fiscal deficit.
AI Needs Power. Power Needs Capital.
by SIACharts.com The 30-year Treasury yield has become one of the market’s more closely watched signals this week,…
The Long End Has a Problem
US Treasuries are selling off, the Fed is stranded, and the market is searching for a new equilibrium.
Rethinking Fixed Income for Today's Post-QE Market
White Paper on Structural Change in Government and Corporate Bond Markets
The CIO's View: What Changed, What Held, What's Next? | Chhad Aul
Listen on The Move For 20 years, Canadian investors collected three free gifts they never paid for…
Most Investors Have No Idea Their Portfolio is Missing This.
Listen on The Move Most advisors have zero alternatives in their portfolios — and their clients are…