Flirting with Models

Research Library of Newfound Research

Tag: bonds (Page 1 of 2)

Did Declining Rates Actually Matter?

It is often said that the bond bull market of the last 30 years was fueled by declining interest rates: but how much did declining rates actually matter?

The Ghost of GDP Past

Challenging demographic trends make it unlikely that future GDP growth can continue at a pace consistent with past experience.

Rethinking Bonds: Unbundle and Rebuild

In a “lower for longer” era, many objectives that were previously met by core fixed income may require a new way of thinking.

Bond Returns: Don't Be Jealous, Be Worried

Are bonds in a bubble?

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