Sharply rising interest rates in recent years have boosted bond yields, shifting the investment calculus for portfolios that combine equity and fixed income holdings. With yields approaching or exceeding the return targets in many wealth plans, we think fixed income should play a bigger role in balanced portfolios.
Read GI Monthly »
Learn about The Stocker Team
Higher yields mean individuals with long investment horizons may find opportunities in longer-maturity U.S. Treasury bonds.
June 15, 2023
Trend & cycle roadmap
September 1, 2023
Trend & cycle: The long view
June 1, 2023
Global insight weekly