bonds

Surging treasury yields signal major debt and economic risk for the US. Could it torpedo the rally in stocks? What investors must watch now.

It has been just over 100 days since President Trump took office and slightly over a month since the so-called ‘Liberation Day’ in the US. The pace of change has been...

Trump’s tariffs, bond shocks, and a 5x microcap win - Forager’s Steve Johnson and Harvey Migotti unpack the situation and what’s next.

As the market stumbles, a handful of companies and ETFs are going the other direction. Should investors chase this defensive momentum trade?

We examine the starkly different outcomes investors can experience with the same issuer.

Bank Hybrids are trading historically tight, but they have a lot of room to move.

Economic expansion typically sees equity multiples rise and profit margins grow.

Investors are likely to extract equity-like returns in 2025 without the prospect of the impairments

When the RBA moves into its easing cycle, we see opportunities in government bonds for income seekers and those looking for capital growth.

Trump or Harris? Which is better for markets? We show you what usually happens in financial markets after a US presidential election.

The US election is nearly here. The opinion polls are close. What is not clear is what are the hopes and fears of ordinary Americans.

Sometimes it seems the economics profession operates in a parallel universe.

Following a long period of low yields and price destruction driven by the monetary tightening cycle, bonds have bounced back in 2024.

As the RBA approaches an easing cycle, bond investors who play the yield curve well have a small window of opportunity for the last laugh.

Rate cuts are coming. The Fed needs to get ahead of the curve but the economy is slowing rapidly. That leaves risks elevated for investors.

Is the banking regulator ramping up bank leverage and risks faced by depositors to protect itself?

A surprising yet sensible proposal from the banking regulator, which will keep insurance hybrid securities in place

TDs and bonds each have their place in a portfolio, however bonds have a healthy yield premium with minimal risk and greater flexibility.

The fixed income market has changed dramatically. PIMCO's Robert Mead is here to help you keep up with the changes and the opportunity.

Inflation is coming down, but the phrase “the final mile of disinflation is hard” is a well uttered one.