Many expect market conditions to remain somewhat similar in 2026, but total returns could struggle to match 2025's ...
Bond returns cooled in the second quarter, as investors worried about the inflationary impact of tariffs and the growing federal budget deficit. The actively managed Vanguard Short-Term ...
It’s even more apparent when we express the gap as a percentage of total return, which I’ve done in the chart below. In summary, bond-fund investors captured around half of their funds’ total returns, ...
The latest data from the Plenum CAT Bond UCITS Fund Indices shows that the entire group averaged a 9.99% return for the ...
The recent shift from a decades-long decline in yields to rapid rate hikes has increased the difficulty and uncertainty in developing return expectations for bond funds. Bond funds, due to their ...
If a swift and sharp recovery from tariff-driven volatility was the surprise Spring blockbuster, then a weakening labor market was the summer flop. Despite the potentially troublesome developments ...