A shifting rate picture may be inviting investors to revisit their fixed income allocations, but rates alone don’t drive the deep-seated appeal of securitized debt. VettaFi’s recent Fixed Income symposium explored a few opportunity sets for investors in debt offerings, with securitized a...
A Fed rate cut can impact stocks, bonds, and portfolio strategy. Learn how to prepare, with insights on fixed income, emerging markets (EMBX), and muni bonds (MLN).
Key Takeaways:
Rate cuts fuel risk-on sentiment and support growth stocks, EM, and bonds.
MLN and EMBX could perform...
I experienced the Albuquerque International Balloon Fiesta on Sunday night and Monday morning. Oh sorry, excuse me, the Exxon Mobile Albuquerque International Balloon Fiesta. The oil and gas giant is now the event’s title sponsor from 2025 through 2029. I had a great...
A new post by the president regarding tariffs has once again impacted markets. 2025 as a whole has been repeatedly beset by tariff news often out of the blue, negatively affecting portfolios. For many investors, that has created numerous opportunities. But for as...
Large-cap growth names in the tech industry continue to ride the coattails of the artificial intelligence (AI) theme that’s been powering much of the stock market’s 2025 stock gains, but is the party about to end? Whether the music stops or continues isn’t...
What You’ll Read
The latest FOMC minutes reveal a divided Federal Reserve: while most policymakers backed the quarter-point cut, others saw little need for further easing. Stephen Miran went further, calling for faster and deeper cuts, with an appropriate rate closer to 2%, while...