Many investment specialists say they're ditching high-conviction strategies that bet on market direction.
Markets haven't adequately priced for the risk of a drawn-out war in Ukraine, investor David Woo says.
Traders have been piling into Treasurys and selling stocks as tension escalates near Ukraine's border.
Market gauges of inflation expectations have pulled back from initial spikes.
Bond traders are not reacting to signs of inflation as one might expect.
Despite 60/40 performing well in 2020, investment professionals have recently called for revamping allocations.
The Guggenheim CIO said the five-year Treasury yield could fall to an all-time low of 0.10%.
The world’s largest debt market may not be as sleepy as it seems.
Analysts are uncertain whether the yield curve will continue to steepen.
The department plans to boost auction sizes across all nominal coupon tenors.