Individual Bonds: Predictability in an Unpredictable Market

Published on September 17, 2025

Nick Goetze discusses fixed income market conditions and offers insight for bond investors.

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Bullish Now, Bumpy Ahead: Tariffs, Stimulus, and the Shadow of Inflation

September 17, 2025
The late-summer calm in financial markets shows an undercurrent of optimism. Stocks have been on a tear, with the S&P 500 rebounding strongly to notch roughly 18% gains for the year, while overseas equities are up even more.

The Intersection of Political Uncertainty and Global Debt Markets

September 17, 2025
Global bond markets have sold off recently due to uncertainty surrounding key political changes most notably in France and Japan.