Why Fixed Income Needs a Steady Hand Right Now

Why Fixed Income Needs a Steady Hand Right Now
For much of the past decade, fixed income felt like an afterthought. Ultra-low interest rates meant bonds offered little income and even less value. Then came 2022—when bond prices finally cracked under the weight of distorted valuations. Even now, many investors in broad bond indexes are still waiting to break even.
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Bonds Have a Place Again, Part II

Bonds Have a Place Again, Part II
In my February 7, 2025 post, Bonds Have a Place Again, I reflected on interest rates some five years after the peak of the Bond Bubble—when interest rates reached a low never seen in human history—and two years after bond prices finally crashed in 2022. I had summarized our approach to fixed income going forward: […]
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TIPS: The Best Value in Fixed Income?

TIPS: The Best Value in Fixed Income?
Are TIPS the best value in fixed income right now? Neil Rose explains why he recently added to holdings of inflation protected Treasurys.
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