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26.09.26 - 14:42
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Higher Bond Yields Mark a Return to Normal (Bloomberg)
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Ritholtz Wealth Management founder Barry Ritholtz tells Bloomberg This Weekend that rising bond yields reflect both a normalization of interest rates and inflationary pressures from factors including tariffs and higher energy prices. Speaking with hosts David Gura and Christina Ruffini, Ritholtz says higher yields have made fixed income more attractive while investors should consider whether strong equity gains have pushed their portfolios away from their intended allocations. (Source: Bloomberg)...
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26.09.26 - 12:00
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Bonds-Comeback: Die Fonds für Unternehmensanleihen mit dem besten Chance-Risiko-Profil (Das Investment)
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Corporate Bonds, also Unternehmensanleihen, rücken wieder verstärkt in den Anlegerfokus. Wir zeigen die aktiven Strategien und ETFs mit dem besten Chance-Risiko-Profil. Anleihen sind zurück – und das nicht erst seit gestern. Nach der jahrelangen Null- und Negativzinsphase hat sich das Bild an den Rentenmärkten grundlegend verändert. Festverzinsliche Wertpapiere bieten wieder laufende Erträge, die einen relevanten Beitrag zur Gesamtrendite eines Portfolios leisten können. Unternehmensanleihen sind dabei besonders interessant: Sie bieten gegenüber Staatsanleihen in der Regel einen zusätzlichen Renditeaufschlag, ohne dass Anleger dafür zwangsläufig die deutlich höheren Risiken des Hochzins-Segments eingehen müssen. Gerade......
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26.09.26 - 00:42
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Markets Rise as AI, Oil & Treasury Yields Drive the Week (Bloomberg)
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The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, BMO Chief FX Strategist Mark McCormick, Jefferies Managing Director & Equity Research Analyst David Katz, Yale University Jackson Institute for Global Affairs Senior Fellow Stephen Roach, Citi Wealth Head of Portfolio Construction & Analytics Olaolu Aganga, Council on Foreign Relations Senior Fellow Rebecca Patterson, Georgetown Institute of International Economic Law Visiting Scholar Peter Harrell, & Keeneland President & CEO Shannon Arvin. (Source: Bloomberg)...
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25.09.26 - 23:30
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Patterson: AI Is Crowding Out Demand for US Treasuries (Bloomberg)
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Rebecca Patterson, Former Chief Investment Strategist at Bridgewater and Senior Fellow at the Council on Foreign Relations, discusses her broad read on market action. The discussion is framed around whether recent moves in bonds, equities, commodities, and energy are telling the same economic story or whether one market is more predictive than the others. She speaks with Romaine Bostick on "The Close." (Source: Bloomberg)...
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25.09.26 - 22:48
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Great Bond Shakeout Locks In a 5% World ′Until Something Breaks′ (Bloomberg)
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As yields on US Treasuries soar past one high after the next, a reality is sinking in deeper across Wall Street and Washington: More than merely a bond-market slump, this might just be a fundamental shift. Myriad forces have combined to push the government's borrowing costs higher — from $100-a-barrel oil and the AI spending boom, to yawning US budget deficits adding to a record $40 trillion debt load — all against a backdrop of a Federal Reserve bent on cooling inflation that's run well past target for years. The selling pressure intensified this week as energy prices surged anew and data showed US businesses are humming along, giving an already hawkish central bank more reasons to keep raising interest rates. For a closer look, we speak with Kelsey Berro, Fixed Income Portfolio Manager at JPMorgan Asset Management. (Source: Bloomberg)...
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25.09.26 - 21:54
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Bond Market Getting Mainstream Attention: Rosenberg (Bloomberg)
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Jeff Rosenberg, portfolio manager of the systematic alternative ETF at BlockRock, joins Scarlet Fu and Tom Keene on "Bloomberg Money." He explains what's happening in bond markets and says investors should broaden to a 50/30/20 portfolio. (Source: Bloomberg)...
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25.09.26 - 21:48
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Trump & Mamdani, Bond Markets Go Mainstream, Taylor Swift′s New Songs (Bloomberg)
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Bloomberg Money takes the pulse of your financial life, powered by the reporting of our global newsroom. Today's guests: Mexico Secretary of Foreign Affairs Roberto Velasco Alvarez, BlackRock Portfolio Manager of the Systematic Alternative ETF Jeffrey Rosenberg, and Ritholtz Wealth Chairman & CIO Barry Ritholtz. (Source: Bloomberg)...
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