Bonds | Asset TV Investor US

02:39

Apollo: Non-Economic Factors Driving Bond Market

The U.S. 10-year real yield recently hit 2%, its highest since 2009. Despite a long-term economic outlook that has remained relatively stable, Apollo Partner and Chief Economist Torsten Sløk believes that non-economic variables may be driving outsized moves in the bond market, including the recent Fitch downgrade of U.S. government debt.
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07:18

The ETF Show - Strategies for Hedging Inflation

Nick Elward, ETF head of strategy at Natixis, shares the top concerns he is hearing from investors and why concentrated equity strategies are in such high demand. Nick Cherney, Head of Exchange Traded Products at Janus Henderson Investors, also discusses CLOs and other assets in demand for fighting inflation.
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06:10

The ETF Show - Remain Part-Goldfish, Part-Elephant During the Longterm Journey of Diversification Elements

Columbia Threadneedle Investments just launched its first semi-transparent ETF focused on a growing part of the technology industry. Head of Strategic Beta Marc Zeitoun, CFA explains the bull case for semiconductors and the many ways we use them in our day-to-day lives. State Street Global Advisors Head of SPDR Americas Research Matthew Bartolini, CFA also weighs in on why investors should still consider bonds despite their poor start to the year alongside equities.
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01:44

Fed to Hike Rates Soon

Fed Chair Jay Powell said that soon it will be appropriate to raise the target fed funds rate, acknowledging that inflation is far above the Fed's long-term goal of 2% and the labor market is "very very strong." Powell didn't rule out the possibility of QT or rolling off the nearly $9 trillion balance sheet or offer timing guidance, except that this would not happen until after the start of rate hikes, which he called the Fed's "primary" tool.
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06:19

The ETF Show - Flows Crush Calendar Record

Fund flows have already cruised to a new calendar year records and we still have 3 months to go in 2021. Matthew Bartolini of SSGA shares two areas where he is eying opportunities and Marc Zeitoun of Columbia Threadneedle Investments explains how investor appetite for the short end of the curve led to the launch of a new smart beta bond fund. Tags: ETFs, Bonds
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01:36

Interest Rate Hike Could Come in 2022, Fed Dot Plot Shows

The Fed didn't touch interest rates or its bond purchases at the September meeting, but Powell hinted that a tapering announcement could be coming in November. "So long as the recovery remains on track a gradual tapering process that concludes around the middle of next year is likely to be appropriate," said Powell. He reiterated that tapering does not mean rates are going anywhere right away, but the Fed's latest dot plot did show that half of policymakers now expect a hike in 2022.
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02:00

Total Return Bond Fund

Learn how this fund may help navigate market volatility while pursuing more consistent total return and income.
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06:34

The ETF Show - Fixed Income & Income Generation Strategies

Marc Zeitoun, CFA of Columbia Threadneedle Investments discusses flows into fixed income funds and some of the challenges facing advisors right now. Sound Income Strategies Founder David J. Scranton, CLU, ChFC, CFP®, CFA, MSFS also weighs in on opportunities outside of bonds where he is finding yield.
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01:11

All Eyes on March FOMC Meeting

With the S&P and Dow hitting fresh highs, stock markets seem to be shrugging off some of the concerns about inflation, rising yields in the bond markets, and the threat of higher interest rates. Still, monetary policy will have a huge impact on where we go from here. Investors want guidance on how concerned the Fed really is about inflation, how long the central bank is committed to keeping interest rates near zero, and the future of its aggressive bond-buying program to the tune of $120 billion each month.
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06:27

The ETF Show - Trends to Watch in 2021 After a Record 2020

Stephanie Pierce, CEO of ETF, Index, and Cash Investment Strategies at BNY Mellon Investment Management, shares her outlook for 2021 and looks back on the launch of some new funds in 2020. Nick Cherney, Head of Exchange Traded Products at Janus Henderson, also weighs in on the rise of fixed income and active ETFs.
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01:12

Heading Towards One

Jeff Schulze of ClearBridge Investments discusses correlations heading towards, liquidity, and why he says the volatility genie is let out of the bottle.
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