The Bond Investor’s New Mantra November 10, 2022 Bonds bond outlook, bonds, Chris Keith, federal reserve, inflation and bonds Don’t allow perfect to be the enemy of good. Voltaire, the French writer and philosopher, is commonly thought to have made this important point first. Though he probably wasn’t referencing the bond market, his thinking is appropriate at this point in the current cycle: There’s no need for investors to wait for … Read Morekeyboard_arrow_right
Chart of the Week: The Upside to Bonds’ Down Year October 24, 2022 Economy and the Markets bonds, Chart of the Week, Jeff DeMaso There’s no sugarcoating it: 2022 has been the most challenging year in the bond market in a generation--what good can we make of itr?Read Morekeyboard_arrow_right
Can Earnings Save Stocks? October 21, 2022 Weekly Update bear market, bonds, Dan Wiener, Diana Linn, estate planning, inflation, Jeff DeMaso, stock market, Weekly Update A generally strong start to earnings season has buoyed stocks in recent days and lessened recession concerns.Read Morekeyboard_arrow_right
Can Earnings Save Stocks? October 20, 2022 Weekly Update bear market, bonds, Dan Wiener, Diana Linn, estate planning, inflation, Jeff DeMaso, stock market, Weekly Update A generally strong start to earnings season has buoyed stocks in recent days and lessened recession concerns.Read Morekeyboard_arrow_right
Bond Talk: State of the Markets September 27, 2022 Bonds bond outlook, bonds, Chris Keith, fed funds rate, federal reserve, inflation and bonds Recently I sat with Adviser’s interim chief marketing officer and director of content, Jacque Murphy, for a Q&A on the state of the bond market. Here are highlights from the discussion. Jacque Murphy: Let’s begin with bond performance year-to-date. What were the biggest surprises for you? Chris Keith: To get right … Read Morekeyboard_arrow_right
Bonds Brief: Third Quarter 2022 August 1, 2022 Bonds bond funds, bond outlook, bonds, Chris Keith, self-healing bonds Even in the most difficult days, bonds continue to do their job. They produce income and balance risk. It did not always feel that way over the first half of the year, as the market value of individual bonds fell along with the major indices, but our bonds continued to earn and … Read Morekeyboard_arrow_right
Chart of the Week: How the Bond Market Prices In Fed Policy July 29, 2022 Bonds bonds, Chart of the Week, federal reserve, Jeff DeMaso Traders and investors spend a lot of energy trying to predict the Federal Reserve’s actions. The Fed also spends a fair amount of effort telegraphing what it is planning to do; an unwritten policy is to try to avoid “surprising” the market. The result? By the time the Fed acts, bond … Read Morekeyboard_arrow_right
Why Bonds, Why Now? July 28, 2022 Bonds bond funds, bonds, Chris Keith, self-healing bonds The U.S. bond market was down 10.3% through the first half of this year. What’s worse, bonds fell in tandem with stocks, causing many investors to wonder if bonds had lost their power to protect portfolios and act as a dependable hedge against volatility. The good news for bond investors is that … Read Morekeyboard_arrow_right
Bonds Are Acting Like Bonds Again June 2, 2022 Bonds 10-year treasury, bond sell-off, bonds, Chris Keith, federal reserve, inflation It’s amazing what a turnaround in performance can do for the value of your holdings…and for your peace of mind. That’s right, bonds started behaving more like, well, bonds again in May and investors breathed a sigh of relief. Clearly there’s been a change in market sentiment, which is something I touched … Read Morekeyboard_arrow_right
Stocks Snap Back May 31, 2022 Weekly Update bear market, bonds, ESG Investing, federal reserve, Jeff DeMaso, Market volatility, recession, stock market, Weekly Update Please note: This update was prepared on Friday, May 27, 2022, prior to the market’s close. Stocks and bonds may be snapping out of their inflation-fueled funk. All three major stock indexes entered Friday’s trading session with gains of at least 3% for the week, poised to break a seven-week losing streak … Read Morekeyboard_arrow_right
Your Bond Questions Answered May 11, 2022 Bonds bond funds vs. bonds, bonds, fed funds rate, federal reserve, inflation Concerns about the state of the bond market abound—with good reason. This is the worst start to a year for bonds in decades. In our recent webinar, Pain, Promise and the Future of Fixed Income (click here to watch the replay), I addressed the state of fixed-income affairs. Since then, … Read Morekeyboard_arrow_right
Vanguard Stealthily Tests New Option for Brokerage Cash May 11, 2022 Adviser Fund Update bonds, Cash, i bonds, inflation, money market funds, TIPS, vanguard Vanguard is offering a new settlement fund option for your brokerage account cash—but only for some investors.Read Morekeyboard_arrow_right