Jim Kochan, chief fixed-income strategist with Wells Fargo Asset Management, discusses what factors are driving bonds and where the bright spots are in the market.
At the end of 2007, the Federal Reserve’s (Fed) balance sheet had $0.9 trillion in assets on it.
Core-plus manager Ashok Bhatia, CFA, presents his views for the core-plus bond space with the help of Dr. Brian Jacobsen, chief portfolio strategist with Wells Fargo Asset Management.
The trends are clear. 2016 was the year in which the investment community warmly embraced passive portfolios.
Municipal bond manager Lyle Fitterer provides his thoughts on sectors he’s watching as the Trump administration begins.
Last year we expected elevated yield volatility, and we got it.
We need a new definition of a bear market in bonds.
John Manley, Jim Kochan, and Dr. Brian Jacobsen discuss central-bank policy and its effect on the markets.
The bond markets started preparing for an increase in the federal funds rate last summer, a process we have seen several times in the past.