Economist Lacy Hunt has been a bond bull longer than most money managers have been in the business. Recently, he made a surprising U-turn on his bullish stance. The following paragraph opens his Second Quarter Review an…
On July 15, 2026, the source for Figure 1 was updated from FRB-NY to Federal Reserve Board.
Eastspring’s Multi Asset Portfolio Solutions team remains tactically constructive on global equities, favouring the US over Europe, but with clear restraint amid unresolved tensions. On fixed income, the team is neutral…
Global stock markets have been on a tear in 2026, extending last year's rally as traders look through geopolitical turmoil and inflation fears.
Lately, it seems like you can’t open a financial publication without stumbling across another article declaring the 60/40 portfolio dead. The pitch is everywhere: bonds are broken, the old rules no longer apply, and inv…
In today’s update: US fiscal pressure and gold prices are moving in lockstep today — with the Fed frozen at 3.50–3.75%, Treasury’s own debt buyers flagging a $1.3 trillion shortfall, and services inflation stuck at a fo…
The Federal Reserve is steering through a thicket of macro crosscurrents, and the challenge is sharpening amid a new report that President Trump has been calling Chair Kevin Warsh since he took the helm at the
Gold is recouping losses above $4,300 in Thursday’s Asian session as the dust settles in the aftermath of the US Federal Reserve (Fed) monetary policy decision and the signing of the US-Iran peace deal.
Most investors still think of catastrophe bonds as something insurers deal with, not something that belongs in a serious portfolio. This thinking is already out of date.
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Oil prices turn lower as Bessent says U.S. may have Iran deal "today or tomorrow"
Into the PIMCO void, Vanguard re-applies itself to active fixed-income funds and Bond Kings get a bitter taste of what the Peter Lynches of yesteryear learned the hard way - RIABiz Into the PIMCO void, Vanguard re-appli…
There's reason to be concerned about bond vigilantes, who are no longer under "lock and key" and are free to push yields higher, Wall Street veteran Ed Yardeni told CNBC on Friday.
Corporate bonds performed poorly in 2015 as both investment-grade and high-yield bond indexes posted losses. Other fixed-income classes such as U.S. Treasuries and sovereign debt performed slightly better and generated …
