Search Results for: "benchmark"

Animal Spirits: The Roaring Twenties

On today’s show, we discuss:
– Why the elements are in place for a boom-time decade
– Why household allocations to stocks were so low in the past
– How to lie with statistics
– Who keeps buying Treasury bonds
– Picking the AI winners in the stock market
– Some good news for homebuyers, and much more!

Talk Your Book: Investing for Income

On today’s show, we are joined by Josh Greco, Senior VP and Senior Institutional Portfolio Manager for Franklin Income Investors to discuss:
– Asset allocation decisions within multi-asset funds
– How rate changes affect portfolio yield
– Investors overallocation to cash
– Understanding convertible bonds, and much more!

Talk Your Book: Betting on Duration

On today’s show, we are joined by Alex Morris, Co-Founder and CIO of the US Benchmark Series to discuss:
– Making bets on duration
– Risks on the short and long end of the treasury curve
– Finding asymmetries in the fixed income market, and much more!