Are bonds still a good hedge to stocks?
Jeff takes a deep dive into the history of the equity/bond relationship to answer the question: Are bonds…
BlackRock (BLK) is the world's largest publicly traded investment management firm. As of September 30, 2016, it had assets under management, or AUM, of $5.1 trillion. This is ~7% of the total assets under management across the globe.
interest rates
Focus on the right 3% yield
The 3% U.S. 10-year government bond yield isn’t the right yield to focus on. Richard explains why.
Why volatility may be a bigger threat than rates
Russ discusses why investors should worry less about higher interest rates and more about the volatility resulting from…
Underappreciated factors behind fast-rising bond yields
The early February spike in equity market volatility came on the heels of fast-rising bond yields. Jeff explains…
Yes, rates and stocks can rise together…. for now
Think rising interest rates and higher stock prices are like oil and water? Think again, says Russ, at…
The investing implications of rising inflation expectations
A synchronized rise in global inflation expectations is fueling higher bond yields, and we see actual inflation running…
4 themes key for fixed income investing in 2018
Jeff shares four narratives likely to shape fixed income investing this year.
The real story behind low interest rates
A critical factor driving low interest rates is often overlooked. Jean explains.
Another year, the same old rate paralysis
Long-term interest rates remain stuck in a range that has defined the last six years. Russ discusses why…
A rather unsurprising 2017 bond market
Here's the moment of truth for Matt’s predictions—higher interest rates, more inflation—for the 2017 bond market.