Nearly 30 years later, the 1994 bond rout still casts its shadow over Wall Street, and it raised its spectral head once again when Fed Chairman Jerome Powell called it…
Tag: bonds
Quants Are Taking Over The Bond Market
The latest Invesco Ltd. poll indicates that the quant revolution in fixed income is finally here, details an article in Bloomberg. According to the poll, the majority of investors (55%)…
Dalio Says It’s Time to Buy Amid “Stupid” Bond Economics
Bridgewater founder Ray Dalio, who openly disdains holding cash amid a rising money supply and inflation risk, says bonds and other U.S. dollar-denominated assets may also be a bad bet.…
Jeremy Siegel: Bad News for Bonds
In a recent CNBC interview, Wharton finance professor Jeremy Siegel shared insights on the outlook for interest rates and what that means for bondholders. Here are some takeaways from Siegel’s…
Bond Maven Dan Fuss Steps Off Fund after 30 Years
After more than 30 years managing the same fund, multisector bond maven Dan Fuss will step back from the $9.1 billion Loomis Sayles Bond fund next March. This according to…
Austria’s 100-Year Bond at Less Than 1%
Austria’s recent return to the century-bond club with a 2 billion-euro ($2.3 billion) debt issue is a clear example of how the European Central Bank is encouraging greater risk taking,…
Bill Gross Had the Right Idea
An article in Bloomberg by columnist Nir Kaissar offers insights on the career of “hall-of-fame” bond manager Bill Gross, who announced his retirement earlier this year after what the press…
Active Bond Managers are Beating the Market
When it comes to bond funds, says a recent article in The Wall Street Journal, “bargain shopping may not be the best idea.” Higher-priced portfolios assembled by active money managers,…
Loomis Sayles' Bond Manager on Trade
John Waggoner of Investment News recently spoke with Dan Fuss, a bond expert and 42-year veteran of Loomis Sayles, about new risks facing investors. Here are some highlights: Fuss expects…
Bonds Still a Reliable Safe Haven
After years of market calm, volatility is back, but investors’ faith in bonds has been “shaken” by years of low interest rates, according to a recent Bloomberg article. But the…