Heading Towards One
Jeff Schulze of ClearBridge Investments discusses correlations heading towards, liquidity, and why he says the volatility genie is let out of the bottle.
Fixed-Income Investing in an Election Year
Political changes can create volatility in the bond market, notes Gene Tannuzzo. This is why it’s important for fixed income investors to have a risk-balanced portfolio that can adapt to changing risks.
Coronavirus: What’s Next for Markets
Scott Minerd, Chairman of Investments and Global CIO, joins Bloomberg TV to discuss market and economic implications of the spread of coronavirus. Read Global CIO Outlook: "Peace for Our Time"
Is Your Portfolio Recession-Proof?
Randy Swan, founder and Lead Portfolio Manager of Swan Global Investments, shares the predicament bond investors face when they search for both income and safety. For a strategy to help recession-proof your portfolios, read our a blog post here.
The ETF Show - Exposure to eSports & Medium-Term Fixed Income
Will Hershey, CFA, CEO and Co-Founder, Roundhill Investments explores thematic exposure to eSports and digital entertainment. The founders of Universal Value Advisors (UVA), Robert Barone and Joshua Barone consider actively managed global fixed income securities.
The ETF Show - Getting Strategic
Thematic and alternative investment strategies present opportunities and options for diversification. Laton Spahr, President of ALPS Advisors, considers how ETFs provide exposure to thematic investing and how the investment strategy may deliver better performance. Brandon Rakszawski, Director of ETF Product Development at VanEck, takes a closer look at alternative income strategies in the search for growth.
4 Drivers of Return in the Bond Market
No single fixed income factor works in every market, so it’s important to have a flexible strategy. Here’s how Gene Tannuzzo is looking at duration, credit, currency and inflation risks today.
The Risk Mitigation Advantage in Active Fixed-Income Management
Anne Walsh, CIO, Fixed Income, explains why active fixed-income management has the potential to outperform passive. Read our Active vs. Passive whitepaper
Dividend Growth in a Low Yield Market
In a lower interest rate environment where bond yields are also depressed, the quest for yield becomes more pronounced, and a strategy emphasizing dividend growth is well-positioned to provide it. Peter Vanderlee, Managing Director and Portfolio Manager at ClearBridge Investments, delves into the quest for yield and examines a strategy that focuses on dividend growth.
Shilling: Consumers Aside - US Economy in Recession
Gary Shilling, economist and President of A. Gary Shilling & Co., examines the economic and investment landscape as we head into year-end. Ahead of an election year in the U.S. the headwinds and tailwinds are scrutinized with a look at the American consumer and a quick glance at century bonds.
After the Fed: Fixed Income Outlook
The Federal Reserve slashed interest rates for the third time in 2019. Global markets digested the implications of the decision as the central bank signaled a pause from further reductions. Collin Martin, Managing Director and Fixed Income Strategist at Schwab Center for Financial Research (SCFR) offers his outlook for the fixed income market.
The ETF Show - Diversification & Active Management
Diversification can offer exposure to a basket of asset classes and securities while management strategies can determine performance. Tim Urbanowicz at Invesco focuses on fixed income ETFs and the near-term outlook for the securities. Terry Norman at Blue Tractor Group discusses active ETF management and discusses the Shielded Alpha℠ ETF.