
Recent Articles from this contributor

The Beginning of the End of an Era in Bonds
The groundwork is being laid for the end of this secular bull market in bonds but two main questions remain: Is it over yet, and how long will the transition to a bear market take?

Why Rising Bond Yields Aren’t Always Bad for Stocks
Fears about equity prices falling as bond yields rise may be overblown based on historical correlations.

Three Options for De-clawing a Bond Bear
Part three of a three-part series: Why it’s a good time to consider balancing traditional government bond exposures with other income-generating vehicles.

How Bad Could This Cyclical Bear Be?
Part two of a three-part series: The peak-to-trough portion of the bond cycle has lasted for about 21 months, on average, since the 1980s.

Revenge of the Bond Bear
Part one of a three-part series: Laying out the case for a cyclical bond bear market.

Where There’s Smoke: The Risk of a Negative Rate Reality
When it comes to something as once-unthinkable as negative rates, it’s best to be prepared and consider the investment ramifications.

How Far Will the Fed Go?
The U.S. central bank has plenty of ammunition left in the fight to limit the economic impact of the COVID-19 pandemic.

Policymakers and Coronavirus: Why More Stimulus is On the Way
The economic damage of the COVID-19 pandemic is already apparent; only moving with prompt and overwhelming force will prevent a more severe outcome.

Go Longer, Be Safer
Why having a strategic allocation to long-term government bonds can benefit investors in times of market turmoil.

The Bank of Canada’s Next Move and Its Potential Impact on Canadian Bonds
The Bank of Canada (BoC) has been standing pat on interest rates for more than a year, but that may be set to change.