Diversification in a New Bond Era
Mike Dickson, Ph.D.
December 1, 2025
Investors typically regard bonds as a safe haven because of their reputation for having lower
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Investors typically regard bonds as a safe haven because of their reputation for having lower
The timely importance of taking a differentiated approach to diversification Bonds these days are doing
What Happened Last Week Equities: The S&P 500 surged 5.7%, yet frequent trade policy reversals,
Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially
What happened last week Stocks Rebound: U.S. large caps posted their best week of the
What happened last week Price Action: Poor September seasonality may be to blame for a
What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress
What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate
Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to
What happened last week Price action: The S&P 500 rose higher and through key technical
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally
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Topics
Investors typically regard bonds as a safe haven because of their reputation for having lower risk and lower return profile. For investors preparing for retirement,
The timely importance of taking a differentiated approach to diversification Bonds these days are doing little to shore up investors’ bottom lines. In our opinion,
What Happened Last Week Equities: The S&P 500 surged 5.7%, yet frequent trade policy reversals, weak confidence, and a lack of a major valuation discount
Chief Investment Officer Scott Ladner dove into the key forces shaping today’s markets during a recent appearance on Schwab network. From the ongoing bond volatility
Inflation concerns, rather than growth expectations, could be behind the rise in 10-year yields, especially as prediction markets fluctuate with the election. Chief Investment Officer
What happened last week Stocks Rebound: U.S. large caps posted their best week of the year, up about 4% and mostly reversing the worst week
What happened last week Price Action: Poor September seasonality may be to blame for a more than 4% decline in U.S. large caps. AI Woes:
What happened last week NVDA: Nvidia’s (NVDA) beat and raise was not enough to impress investors, resulting in a nearly double-digit sell-off. Strong Data: Second
What happened last week Powell Pivot: Chair Powell validated the market’s view that a rate cut is coming in September. Markets Rally: Investors took comfort
Don’t read too much into harbingers of stock market doom and gloom Sometimes, it pays—literally—to look beyond what’s “obvious” to everyone else. Case in point:
What happened last week Price action: The S&P 500 rose higher and through key technical levels, recovering the majority of April’s losses. Interest Rates: Ahead
What happened last week Earnings: Strong earnings from AI-exposed mega-cap technology supported a modest rally in US equities. Jobs report: The labor market remains strong