14 videos · 11 episodes
It ties an election outcome to the two variables that drive bond portfolios: Treasury supply from deficits and the near-term path of Fed policy. Useful for advisors framing rate and duration conversations with clients.
Picked by the markets & outlook deskIt connects an election outcome to the two variables advisors are fielding client questions on: federal borrowing needs and the path of Fed policy. It offers a specific 10-year yield range to weigh against other manager views.
It offers a bond-market view on what could cap a Treasury rally and where the 10-year yield might trade, a question relevant to advisors positioning fixed income allocations for clients.
For wealth professionals, the episode addresses the near-term Fed path and the outlook for longer-dated Treasury yields, two inputs that shape fixed-income conversations with clients.
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.
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.
For wealth professionals working with bond portfolios, the episode frames the global drivers behind higher yields rather than focusing on a single market. It offers a short briefing on cross-market rate moves and the factors the speakers identify as common to them.
It is a short, rates-focused explainer on rising Treasury yields and the limited effect of the buyback effort, framed around an upcoming Jackson Hole appearance. Useful for advisors who want the bond-market argument laid out before client conversations about duration and yield levels.
For wealth professionals managing bond exposure, it frames supply and policy uncertainty as drivers of Treasury yields and outlines one manager's approach to duration risk.
For advisors with bond exposure in client portfolios, the episode frames how Fed communication, inflation and labor data can feed into duration and volatility risk.
Rate expectations sit underneath much of the fixed income and duration work advisors do for clients, and this episode offers a framework for thinking about a higher-for-longer path and more volatile bond markets. It is a short listen for anyone framing rate assumptions in client portfolios.
For advisors managing bond allocations, it frames the rate-cut debate around a hold scenario and the barbell approach.
For wealth professionals, it is a short manager view on how election-related volatility is being framed against valuations, earnings and AI spending as allocators look toward 2027.
It offers a short framing of the two-sided case for Treasuries at a moment when safe-haven flows and supply/inflation pressures are pulling in opposite directions, which is relevant to duration decisions in client bond allocations.
For wealth professionals focused on rates and bond portfolios, the item ties a Fed policy decision to the outlook for December and to the debate over longer-dated Treasury yields.
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.
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.
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.
Their new videos and podcasts, and our own reporting on WisdomTree, on My Desk and in your morning edition.
Free. One click to unfollow. Readers who are not signed in can follow in this browser and sign in later.
Every week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.
The private wealth industry in four minutes, every morning at 6:30 a.m. ET. Free.
Free. Every morning. Unsubscribe from any edition in one click.
