BKT

Weekly Report: what happened at BKT last week (1120-1124)?

Positioning Portfolios For 2024

Home investing strategy portfolio strategy positioning portfolios for 2024. Pimco is emphasizing diversification and caution in its portfolios and prioritizing quality. Geraldine sundstrom says the firm favors high-quality u.s. Companies over emerging market equities. She says the company favors fixed income over equities due to the outlook for slower growth and inflation.

The Mortgage-Backed Moment

Fixed income yields are attractive, in our view, but pricing could continue to be volatile. Securitized credit, especially mortgage-backed securities, can be an attractive source of income. Fundamentals are softening, but u.s. Consumer spending remains resilient.

Weekly Report: what happened at BKT last week (1113-1117)?

Prime Time For Bonds

Home investing strategy fixed income analysis prime time for bonds. The global economic outlook along with market valuations and asset class fundamentals all lead us to favor fixed income. We believe bonds have rarely been as attractive as they are today. In a rising-growth environment, bonds are poised to perform well.

Columbia Threadneedle Fixed-Income Monitor: November 2023

Home investing strategy fixed income analysis columbia threadneedle fixed-income monitor: november 2023. Elevated geopolitical risk and soaring u.s. Treasury yields put pressure on financial assets across the risk spectrum. Corporate credit spreads widened to median levels, representing attractive value considering the economy.

Weekly Report: what happened at BKT last week (1106-1110)?

BKT: Sell Before The Distribution Is Cut