US Treasury bonds Tag

Mid-Quarter Update: Is it Time to Revisit US Treasury Bonds?

01 Mar, by Steven Vannelli, CFA in Portfolio Management

In this Mid-Quarter Update presentation, we share our thoughts on the combination of factors setting up the potential for a major asset allocation rotation into US Treasury bonds. Click to download slides: Is it Time to Revisit US Treasury Bonds? Questions? Email us at    ...

What is Driving US Treasury Rates Lower in 2020?

29 Jan, by Steven Vannelli, CFA in Markets

10-Year US Treasury yields are down about 30bps so far this year, continuing the trend of lower rates that began in the fall of 2018 and confounding investor expectations for rising rates which would validate a turn up in economic activity. The primary driver of the...

Mid-Quarter Update & Slides: Escalation

04 Jun, by Knowledge Leaders Team in Economy, Markets, Portfolio Management

In this mid-quarter update, entitled "Escalation," we discuss the backdrop of escalating trade wars and our belief that the environment is more favorable for US Treasury bonds relative to stocks. The trade war is escalating at a time of weakening global growth, thereby weighing further...