With interest rates rising does it still make sense to own bonds? Yes. This episode explores the role of bonds including why they are more effective at hedging stock losses than protective put options.
Topics covered include:David's business and investment philosophyHow bond funds have performed in 2021Three disparate views on the direction of interest rate ... Show More
Feb 11
Asset Location: Where You Invest, Where You Live, What You Can Access
In this episode, we look at asset location, how to decide which investments belong in taxable, tax-deferred, and tax-free accounts, how where we live shapes the opportunities available to us, and how capital ultimately expands our choices.SponsorsGelt - Taxes Done RightMasterwork ... Show More
23m 33s
Sep 2023
Central banks made bonds sell off
<p>This week, one central bank after another made it clear that interest rates need to stay higher for longer. As a result, government bond yields rose sharply, the US dollar strengthened and equities sold off. Only the Bank of Japan remains on a different wavelength, keeping its ... Show More
17m 11s
Nov 2021
Andrew Sheets: Bond Markets Get Jumpy
<p>Over the last decade, bonds have been a source of stability. But, with surprising moves this past month, they’ve now become a risk-management challenge that stands out amongst other asset classes.</p><p><br></p><p>----- Transcript -----</p><p>Welcome to Thoughts on the Market. ... Show More
3m 11s
<p>U.S. Treasury bonds have seen significant losses over the last six months, but looking forward investors may be able to use bonds to help balance their cross-asset portfolio in an uncertain market.</p><p><br></p><p>-----Transcript-----</p><p><br></p><p>Welcome to Thoughts on t ... Show More
