Asset Allocation
AI Debt Issuance Taking Up More Room in Bond Indexes
Technology sector weight increases, but remains a small slice of the total—for now.
Tag: Bonds
Market Moves
Bond Yields Rise Ahead of FOMC Meeting
Ten-year Treasury yields hit their highest level since 2007 amidst inflation concerns, rising oil prices and the potential for higher rates.
Asset Allocation
Volatility, ‘Sell-America’ Movement Will Complicate Bond Investing in 2026
Tariffs, uncertainty about the future of Federal Reserve independence, and rising U.S. deficits could drive yields higher.
Opinion
The Evolution and Revolution of Active Fixed-Income ETFs
J.P. Morgan Asset Management investors examine how these funds can help integrate all corners of the bond market into allocators’ portfolios.
Asset Allocation
The Plethora of Unknowns Means Questions for Bond Investors in 2025
Private and global credit offerings could provide diversification as debt markets deal with political and policy uncertainty.
Asset Allocation
Bond Market Volatility Expected to Persist
Significant changes from President-elect Trump’s fiscal policies are likely to have an impact into the second half of 2025 and beyond, bond market sources say.
Asset Allocation
Stocks Tend to Zigzag Around Olympics, Says Ned Davis
They usually drop before the summer games, then recover, the research firm found.
Pensions
Worldwide Pension Funds Rebounded in 2023, but Failed to Make Up for 2022’s Wipeout
An OECD study concluded that last year’s progress did not bring funds back to year-end 2021 levels.
Asset Allocation
Energy Company Bonds Lengthen Maturities—a Threat to Investors, Report Says
The problem: Demand in coming decades will fall for fossil fuels, putting debt at risk, Anthropocene institute warns.
Asset Allocation
60/40 is Still Resilient for Allocator Portfolios
Despite a positive correlation regime, bonds still belong in an institutional portfolio, PGIM says.
Market Moves
Maybe Baby Boomers Won’t Tank the Stock Market by Cashing Out
The common wisdom has been that retirees will liquidate their holdings in securities and real estate to fund their old age.
Asset Allocation
Ned Davis Snubs Cash Investing, Lauds Stocks and Gold
Research firm overweights equities and bullion, amid pending rate drop.
Corporate Moves
Saudi Arabia Transfers 8% of Aramco to Wealth Fund
The capital infusion into the sovereign wealth pool is meant to aid the kingdom’s bid to diversify its economy.
Pensions
Developed Nations’ Public Pension Plans Dropped By Average of 15% in 2022
An OECD report details how rough last year was for global funds, although the U.S. was protected slightly by a strong dollar.