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.
85 videos and podcasts · new this week: 27
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Quality, Liquidity, and Yield in Agency Mortgages
Agency MBS sits in many core bond mandates, so a manager's read on spread levels and on where active selection might add value is relevant background for advisors reviewing fixed income exposure. The discussion of pricing inefficiencies also speaks to the case managers make for active rather than index exposure in the sector.
Diversifying Globally Without Giving Up Yield
For wealth professionals weighing fixed income allocations, the item frames global bond diversification and developed and emerging market opportunities in a higher-yield environment.
Are Bonds Finally Worth Buying Again?
The bond segment and the mortgage-paydown-versus-bonds comparison map onto common client conversations about fixed income and debt. The discussion of home country bias and currency risk touches on portfolio construction questions advisors field from clients.
Bonding Over Bonds: A Fed Hike, 20-Year-High Yields, and Why the Starting Point Matters
It offers a framework for explaining a sharp move in yields to clients, including which explanations the guests set aside and which they emphasise. The comparison of today's starting yields with a decade ago is relevant to how advisors frame fixed income positioning in client conversations.
Higher Yields Without Going Too Far Out the Curve | Portfolio Manager Insights
For wealth professionals thinking about income positioning after money market yield declines, the video offers a portfolio manager's view on limited-term bonds and on areas of fixed-income value and risk.
Compute Scarcity, Higher Rates, and Where We’re Investing | Jon Gray’s Market Views Q3 2026
The item offers a manager's framing of AI capacity constraints, rates and cost of capital, and how those themes are described across private equity, real estate and credit. Its chaptered format lets wealth professionals focus on the specific segments most relevant to client conversations.
Why Your Portfolio Needs Diversification
The episode touches on bond allocation, the trade-off between mortgage paydown and bond purchases, and international diversification with currency risk, all of which can come up in client conversations. The housing discussion may also be relevant for advisers fielding questions about home prices and higher mortgage rates.
The Problem with Bond Index Funds
For advisors using bond index funds or comparing them with other fixed-income approaches, the episode is framed around index changes and cost considerations.
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.
Investing in a 5% Bond World: The Barbell
For wealth professionals working on bond allocations, the episode offers a manager’s framing of how a higher-yield environment shapes fixed income positioning. It also references specific WisdomTree fixed income funds used to express rate-related views.
Building a Financial Planning Business with the CFA® Charter | CFA® Institute Career Conversations
It is a first-person account of leaving an institutional finance role to start an advisory firm, aimed at professionals weighing a similar move. The material also covers how the charterholder designation was used for credibility and confidence, and the role of mentorship and professional networks.
French bonds: a lesson in selectivity
For wealth professionals assessing sovereign and credit exposure amid higher yields, the item frames selectivity around yield drivers, using France’s bond selloff as the example.
Bill Campbell: Fixed Income Is Doing What It Should Be Doing | Bloomberg
For wealth professionals weighing fixed income allocations, the segment offers a manager’s framing of recent rate moves, credit quality and emerging markets local debt as portfolio roles.
Jeffrey Sherman: The Bond Market Is in Charge | CNBC
For wealth professionals focused on fixed income, the item offers a manager’s read on Fed credibility, curve positioning and credit duration after an inflation surprise. It also connects rates and financing conditions to the AI buildout, a theme that can affect long-dated bond exposure.
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.
“Zero-ing” In on Higher Bond Yields
It is a short manager discussion of duration positioning at a moment of elevated long-term yields, framed around how zero-duration approaches might sit alongside longer-duration holdings in a bond portfolio.
Building Resilience in Your Portfolio | The Construction Zone | Q3 2026
It offers a short, structured way to think about multi-scenario positioning instead of event-driven calls, which advisors can compare against how client portfolios are currently built.
Upgrading U.S. Treasuries to lock in income
It offers a concise look at a large manager's current Treasury and equity positioning and the reasoning behind those shifts. For advisors comparing manager outlooks, it frames a view on Fed expectations and equity risk around AI.
Weekly Market Movers | October 12, 2026
It is a short roundup that ties several cross-asset themes — equity market breadth, energy prices, Treasury yields and AI capex — into one weekly frame. Useful as a quick check on how a wealth firm is framing the week's headlines for clients ahead of a CPI print and Fed meeting.
Beyond Cash: Finding Value in Investment Grade Bonds | Portfolio Manager Insights
It offers a fixed-income portfolio manager’s view on the role of investment-grade bonds and the areas of credit where Fidelity is looking for value, relevant to advisors reviewing bond exposures for clients.
Market Thoughts - October 2026
It is a short monthly recap that ties rates, equity leadership and jobs data together, and it closes on the question of what those inputs mean for monetary policy. Useful as a quick check on how one wealth firm is framing the month for advisors.
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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