Nir Kaissar

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Bond Investors Shouldn't Gamble On The Inverted Yield Curve

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Reaching for yield during inversions misses the bigger driver of total return.

SVB Gives Bond Investors A Stark Lesson In Term Risk

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The danger with lending for longer is that when interest rates rise, bonds decline in value.

How Much Bad News Is Priced Into Stocks?

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The answer often depends on where you look, and there's a divergence now across growth and value and US and foreign equities.

Investors Need To Ignore The Doomsayers Driven By Turmoil

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A shaky market and an old-fashioned bank run have given rise to scaremongers and product peddlers.

No One Should Be Buying Single-Stock ETFs

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These funds bet against individual stocks or amplify their daily moves or both.

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The Federal Reserve appears to have done as well as anyone can reasonably expect.

If This Is Your First Bear Market, There's No Need To Panic

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Deep selloffs end eventually, but no one can predict when, so it's a mistake to put off investing or to pull money out.

Tech Stocks Are In A Bear Market, But They Aren't Cheap

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Although the Nasdaq Composite Index has dropped about 30% since it peaked in November, it hasn't reached the bargain bin.

Institutional Investors Are Flexing Their ESG Muscles

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Big pension, endowment and sovereign wealth funds are intensifying their activism on diversity and climate change.

Do Rate Hikes Always Punish Growth Stocks? Think Again

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Historical data doesn't back up the perception that tighter monetary policy favors value stocks.

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