5 back to school themes for markets Chris Dhanraj and the ETF Investment Strategy team discuss five themes for investors to consider as we approach the end of summer.… Read More
Rising rates blog series: The double appeal of short-maturity bonds As yields increase, short-maturity bond funds can offer both higher income potential and a cushion against interest rate risk. Karen explains the mechanics, in part three of her Rising Rates series.… Read More
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
Markets currently display myriad moving parts Rieder and Brownback argue that today’s investment environment, like a well-fought chess match, holds great complexity; understanding it is vital for investors.… 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
What’s behind the U.S. rates moves? Richard explains what’s driving the rise of U.S. rates and the flattening yield curve, and why it is not worrisome.… 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
Focus on the right 3% yield The 3% U.S. 10-year government bond yield isn’t the right yield to focus on. Richard explains why.… Read More
Why volatility may be a bigger threat than rates Russ discusses why investors should worry less about higher interest rates and more about the volatility resulting from tighter financial conditions.… 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