El-Erian, Crescenzi Explain Why Investors Are Betting on the Fed
By John McCorry"The market is looking for a pivot ... when the only reason you would get it is [if] the economy collapses," said economist Mohamed El-Erian.
July 11, 2022
Bill Gross Favors T-Bills Over Stocks, Bonds as Recession Looms Large"Be patient. 12-month Treasuries at 2.7% are better than your money market fund and almost all other alternatives," he wrote in his latest blog.
July 01, 2022
Higher Bond Yields Bring 'Income' Back to Fixed Income: WisdomTree's Flanagan"Unintended consequences" of Fed policy are the biggest risk now, WisdomTree's head of fixed income strategy warns.
June 29, 2022
Bond Market Rebound Is Bad News for the EconomyThe shift to quantitative tightening and the end of massive fiscal stimulus is a major shock to the economy.
May 10, 2022
Life Insurers Added Asset-Backed Securities in 2021But insurers continued to put much of their extra cash in ordinary corporate bonds.
April 21, 2022
Higher Interest Rates Help AnthemThe health insurer has about $10 billion in variable-rate notes and bonds in its portfolio.
March 15, 2022
GMO's Grantham: 9 Market Predictions for Advisors, InvestorsWhile the course of a war is "murderously difficult to predict," they tend to be good for investors, he says.
March 14, 2022
DoubleLine's Jeffrey Sherman: Where to Invest as Fed Hikes Are ImminentThe DoubleLine executive talks to ThinkAdvisor about inflation, the Russia-Ukraine war and a potential recessionary problem in 2023.