Bonds Are Back in Vogue March 27, 2023 Economy and the Markets bonds, Chart of the Week, Chris Keith Thanks to the cycle of interest-rate hikes the Federal Reserve started in 2022, cash yields have gotten an enormous boost.Read Morekeyboard_arrow_right
Cash Is King, but for How Long? March 13, 2023 Investing Cash, Chart of the Week, Chris Keith, investment management, money market funds Thanks to the cycle of interest-rate hikes the Federal Reserve started in 2022, cash yields have gotten an enormous boost.Read Morekeyboard_arrow_right
Chart of the Week: Are Bonds Back? February 6, 2023 Bonds bonds, Chart of the Week, Chris Keith, managed bonds We could see a potential government shutdown later in the year, wherein federal agencies are forced to cease all nonessential functions.Read Morekeyboard_arrow_right
2023: A Better Year for Bonds? January 11, 2023 Bonds bonds, Chris Keith, federal reserve, inflation and bonds, managed bonds As a bond investor, the best thing I can say about 2022 is that it’s over! And we believe 2023 will be a better year for bonds. After years of artificially low interest rates, the days of reckoning came in 2022. First slowly, with one rate hike of “just” 25 basis points. … Read Morekeyboard_arrow_right
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
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
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
Bonds in 2022—Pain, Promise and the Future of Fixed Income April 27, 2022 Bonds bonds, Chris Keith, fixed-income, Liz Laprade, webinar The bond market is feeling the impact of rising interest rates—does this mean bonds can’t do their job in your portfolio? Our bonds specialists have the answer to that and much more as part of our candid discussion about market performance, strategies, and our outlook for bonds in the coming … Watch Nowkeyboard_arrow_right