Section
Active Fixed Income
11 posts
Growth Holds, But the Tails Are Fat
In their October 2026 Cyclical Outlook 1, PIMCO Managing Director and Economist Tiffany Wilding and Chief Investment Officer…
Bonds Still Belong: What the Data Actually Says
The narrative surrounding fixed income has turned sharply negative. With US borrowing costs reaching their highest levels in…
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.
Four Stocks, One Yield, and the October 15 Reload
Twenty strategists on the U.S. equity market, and the two lines that decide the fourth quarter
When the Bond King Says Get Out
Bill Gross, co-founder of Pimco and one of the most consequential fixed income investors in history, arrives at…
Bond Markets at the Crossroads: Crisis, Control, or the Myth of the Risk-Free Asset
In a September 2026 research note titled An Invidious Choice? Towards Bond Market Crisis or Yield Curve Control…
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…
Canada's ETF Market Sends a Signal: Innovation, Income, and International Reach
The week of August 10–14, 2026 was not a quiet one for Canada's ETF industry. In a recap…
Returns Are a Commodity—Stop Selling the Plumbing
Listen on The Move If you couldn't talk about performance for 10 minutes, what would you tell…
Market Outlook: Getting Serious in Summer Markets
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock The good news is real. The easy…
Five themes driving multi-sector fixed income in 2026
by Damien McCann, David Bradin, Greg Garrett, Capital Group KEY TAKEAWAYS AI investments, earnings growth, fiscal stimulus and a…
Compounding Opportunity: Bonds, Bifurcation, and Alpha in a Fragmented World
Here’s the thing about PIMCO’s Compounding Opportunity1: it doesn’t read like just another market outlook. It reads like…