Basis Points

On this week’s podcast, Kevin Flanagan is joined by Chris Acito, Chief Executive Officer and Chief Investment Officer of Gapstow Capital Partners. They discuss Alternative Credit, why the time might be right for it, and the newly launched ETF, the WisdomTree Alternative Income Fund (HYIN). Underlying risk disclosure: Less mature and smaller private companies involve greater risk than well-establis...

Digging deeper into the investment opportunities in the Emerging Markets space, Kevin Flanagan and JD Bütikofer of Voya Investment Management discuss why Emerging Markets Corporate Bonds and why now.

At today’s Fed meeting the FOMC members voted to continue a zero- interest rate policy and keep their quantitative ease purchases on auto-pilot. On this week’s podcast, Kevin Flanagan discusses of keeping policy “the same as it ever was” on the fixed income market.

The momentum appears to be in place for continued robust economic recovery for the remainder of 2021. On this week’s podcast, Kevin Flanagan highlights this recovery with a breakdown of the latest economic numbers.

The absolute level of rates remains historically low, which leaves investors searching for yield. Kevin Flanagan explains why investors searching for income should consider complementing their fixed income portfolio with an emerging markets corporate debt strategy.

The first quarter of 2021 is now in the books, and the rising Treasury 10-Year yield continues to make headlines in the bond market. On this week’s podcast, Kevin Flanagan seeks to answer the question on many investors’ minds: Where is it headed next?

Can Treasury yields rise even if the Federal Reserve doesn’t raise rates? The 2021 experience has shown investors that they certainly can. Kevin Flanagan discusses.

On this week’s podcast Kevin Flanagan discusses the rise in the UST 10-year yield and what this could potentially mean for the bond market.

Fed Watch: In No Hurry for a “Liftoff” by Kevin Flanagan

One of the biggest stories in bond-land thus far in 2021 has been the spike in the U.S. Treasury 10-year yield. On this week’s podcast, Kevin Flanagan discusses one element that has been overlooked: the size of Treasury auctions.

Last week’s spike in the U.S. Treasury 10-year yield was a not-so-subtle reminder that rate-hedging remains an active consideration for the bond market investment landscape. On this week’s podcast, Kevin Flanagan discusses potential solutions for investors seeking to apply rate-hedged strategies within their fixed income portfolio.

Inflation expectations have been noticeably on the rise thus far in 2021. On this week’s podcast, Kevin Flanagan is joined by Scott Welch, WisdomTree’s Chief Investment Officer, Model Portfolios, to discuss one potential approach for preparing for inflation: commodities.

Interest rates around the globe are either outright negative, or in the case of the U.S., they remain at historically low levels. On this week’s podcast, Kevin Flanagan discusses how investors can search for yield in the current market environment.

Not all market participants are convinced yet that inflation might make a comeback, but don’t tell that to the bond market. On this week's podcast, Kevin Flanagan explains why fixed income investors should consider preparing their portfolios for a by-product of inflation: higher interest rates.

Given the unfortunate second wave of the COVID-19 pandemic, it’s easy to focus solely on what the negative impact could potentially mean for the U.S. economy. However, on this week’s podcast, Kevin Flanagan discusses one sector of the U.S. economy that has been able to outperform expectations: manufacturing.

With monetary policy seemingly on autopilot, fixed income investors have instead placed their focus on fiscal policy. On this week’s podcast, Kevin Flanagan discusses how the Fed has now taken a backseat in bond-land from an official policy perspective.

Following last week’s movements of the U.S. 10-Year Treasury yield, the ‘Reflation Trade’ theme has taken center stage in bond-land. Against this backdrop, Kevin Flanagan provides potential solutions for investors to consider for their fixed income portfolios.

Is there potential for the UST 10-Year yield to move higher? On this week’s podcast, Kevin Flanagan discusses this possibility along with the possible return of the reflation trade.

We believe there will be three key themes for fixed income investors to focus on in the new year. On this week’s podcast, Kevin Flanagan discusses these themes and potential solutions for them in the fixed income universe.

With the final FOMC meeting for this year now in the books, Kevin Flanagan shifts attention to what 2021 could bring from the Fed.

The final jobs report of 2020 was released last week. On this week’s podcast, Kevin Flanagan explains that while the actual data was not outright “bad,” he believes the November employment report falls into the category that some negative signs are beginning to emerge.

With the second wave of COVID-19 dominating headlines again, it’s natural to wonder what the economic impact may be this time around as compared to Q2. On this week’s podcast, Kevin Flanagan takes a step back to see where the economy stands as we enter the final month of 2020.

While we believe there is potential for the 10-year Treasury yields to move higher, it will still remain low from a historical perspective. Against this backdrop, Kevin Flanagan provides bond investors with a solution to seek for income without incurring too much risk.

On this week’s podcast, Kevin Flanagan, WisdomTree’s Head of Fixed Income Strategy, gets back to market fundamentals and discusses the latest economic data from the October jobs report.

With Election Day over, there’s another force in Washington, DC, to be ever mindful of in bond land: the Federal Reserve. On this week’s podcast, Kevin Flanagan discusses monetary policy, the one common denominator regardless of the election outcome.