Mind the $2 Trillion Gap
It offers a manager discussion of how fiscal deficits and Treasury supply may affect bonds and rates, a subject relevant to wealth professionals following fixed income and market conditions.
Bonds & fixed income
Rates, Treasuries, credit, munis and the managers running bond portfolios for wealth clients. Selected by our editors.
95 videos and podcasts · new this week: 26
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Investing in a 5% Bond World: The Barbell
For wealth professionals working on fixed-income allocations, the episode presents one manager's framework for bond positioning when long-term yields are elevated. It also identifies the specific WisdomTree funds discussed alongside that framework.
Equities: On Hikes and Highs
It offers a concise manager view on the stock-versus-bond allocation debate at a time when rates are rising, which may help advisors frame client conversations about equity positioning and yield risk.
“Zero-ing” In on Higher Bond Yields
It speaks directly to the duration decision advisors face in fixed income allocations, framing zero-duration strategies as one option alongside longer-duration exposure.
Higher Bond Yields Go Global
For wealth professionals working with fixed income, it frames the global bond sell-off and the forces the guests identify behind higher yields. It also flags Japan as the market the discussion says to watch.
Bonds & fixed income
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