iShares Core U.S. Aggregate Bond ETF (AGG)
Analyst: ‘We're In One Of The Most Dangerous Times In History' For Passive Investors
New Harbor Financial's John Llodra used his latest appearance on Adam Taggart's Thoughtful Money to deliver a stark message to buy-and-hold investors: the setup for a traditional 60/40 stock/bond portfolio looks worse today than at almost any point he can remember.
Gold miners stock pullback offers investors an entry - analyst
JPMorgan has called the 35%-45% pullback in EMEA gold miners a compelling entry point, keeping AngloGold Ashanti (ASX:AGG) and Fresnillo as its top picks and placing Gold Fields on Positive Catalyst Watch. The sector is pricing in long-term gold at roughly $3,200-$3,800 an ounce, around 20% below JPMorgan's revised end-2026 target of $4,500.
Fixed Income's Summer Resurgence: Review of Last Week's Flows
The U.S. fixed income market experienced a resurgence in investor attention last week, reaching levels not seen since early January, as tracked by VettaFi's Investor Behavior Intelligence (IBI) platform. The sector has seen moderate performance in 2026, driven by resilient economic conditions and elevated yields entering the year.
US bond market expects rate hikes the Fed may never deliver
The U.S. Federal Reserve is becoming tougher for Wall Street to forecast, with dramatically different views on where monetary policy is headed.
Benchmarks Are Broken: Why Antiquated Methodologies Fail Fixed Income
The early 1970s made for interesting times. Political turbulence amid the Vietnam War, cultural rebellion, and escapist entertainment were rampant.
Big Tech's $750 Billion AI Debt Binge Means Investors Now Have to Watch the Bond Market
On CNBC last week, Kate Rooney walked viewers through a number that should reframe how tech investors think about their portfolios.
Kospi surges as US-Iran talks cool oil panic across Asian markets
Asian markets began the week with a rare pocket of calm. Investors who had spent days watching the Strait of Hormuz, oil screens and central-bank signals found enough comfort in fresh US-Iran diplomacy to buy risk again, even if the relief looked fragile.
AI Data Center Bonds Are Being Priced As Project Finance At Last
There is an old rule in lending that a name on the door is worth less than a claim on the cash. Bond investors who spent two years buying data-centre debt on the strength of the tenant rather than the structure are now relearning it.
Unlocking Active Alpha in Fixed Income with Fidelity
The fixed income environment continues to project uncertainty, as higher-for-longer interest rates persist amid sticky inflation. With that, investors may want to lean on the expertise of active managers when deciding between an active and indexed fund.
All eyes are now on the bond market as oil prices fall. Will the Fed hike rates?
The $30 Treasury market is taking a wait-and-see approach to the U.S.-Iran peace framework deal and to Kevin Warsh's first meeting as Federal Reserve chair.
Did the Fed Just Get a Reprieve? Report of Iran Deal Could Put Rate Hikes on Hold
For much of the past several weeks, the Federal Reserve appeared to be getting backed into a corner.
Higher Bond Yields Are Making Things Uncomfortable for Stock Investors
Bond markets are resetting ahead of key data, Treasury auctions, and a crucial Fed meeting.
