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.
Markets & outlook
Market outlooks, the economy, rates and elections, and how managers are positioning portfolios. Selected by our editors.
189 videos and podcasts · new this week: 53
Matching your filters
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.
Markets & outlook
Follow markets & outlook
New manager videos, podcasts and our own markets & outlook stories 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.