The flattening to focus on The flattening Treasury yield curve is getting a lot of attention, but there’s another flattening that is arguably of greater importance: the narrowing return gap between low- and high-risk assets. Jeff explains.… Read More
BMO, Pension Plan Pilot Blockchain for Fixed Income Issuance Canadian financial firm BMO Capital Markets is working with the Ontario Teachers’ Pension Plan on a new blockchain pilot.… Read More
Moving up in quality in credit Rising economic uncertainty argues for exposure to higher-quality positions in credit. Richard explains.… Read More
Rising Rates Series: Ride the current with floating rate notes “Floaters” are bonds that help reduce interest rate risk by adjusting their coupons with changes in short-term rates. Karen explains how they work, in Part Two of her rising rates series.… Read More
What 1969 can teach us about today’s flat yield curve Jeff looks back at the recession of 1969-70, explaining what it tells us about today’s yield curve.… Read More
Are bonds still a good hedge to stocks? Jeff takes a deep dive into the history of the equity/bond relationship to answer the question: Are bonds still a good hedge to stocks?… Read More
3 reasons why short-term bonds are finally looking attractive Jeff zooms in on why short-term bonds are finally looking attractive again after years in the doldrums.… Read More
Underappreciated factors behind fast-rising bond yields The early February spike in equity market volatility came on the heels of fast-rising bond yields. Jeff explains what’s behind the quickening pace.… Read More