For the past two decades, government bonds have moved in the opposite direction of equities in the short run but have produced similarly strong gains in the long run, representing…
Tag: bonds
AQR Says Active Bond Fund Returns Juiced by Junk
Researchers at AQR Capital Management say that active bond fund managers are beating benchmarks by “loading up on junk bunds to juice returns.” This according to a recent Bloomberg article.…
Rotation Out of Bonds Might Be Coming
The probability that funds will flow into equities “at the possible expense of debt” is increasing, despite forecasts to the contrary. This according to Credit Suisse Group AG, reported in…
Bulls and Bears Both Gaining Ground
The continued climb in global stocks this year is being accompanied by rallies in safe-haven assets such as gold and bonds, according to a recent Bloomberg article. “There are plenty…
Bond Bull Market on Borrowed Time says Miller
The post-election drop in bond prices is pointing toward an end to the decades-old bull market in fixed income, says investor Bill Miller in a recent CNBC article. The founder,…
Doubleline's Baha: Don't Think Short Duration Bonds Are A Rate-Hike Panacea
Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a…
Doubleline's Baha: Don't Think Short Duration Bonds Are A Rate-Hike Panacea
Conventional wisdom seems to be that the best way to deal with looming interest rate hikes is by buying only short duration bonds, or dumping bonds altogether. But in a…
Why Fixed-Income Still Merits A Place In Your Portfolio
While it appears that the 30 year bull market in bonds is ending, bond gurus Chris Ryon and Martin Fridson say that bonds and fixed income investments still have a…
Top Bond Manager Says Icahn's Wrong
At an Investment conference in New York on July 15th, billionare Carl Icahn told the audience of an impending high yield bond market crash. But top bond manger Mark Notin…
Top Bond Manager Says Icahn's Wrong
At an Investment conference in New York on July 15th, billionare Carl Icahn told the audience of an impending high yield bond market crash. But top bond manger Mark Notin…