Commentary
2025 Mid-Year Update
July 7, 2025
In our mid-year update, we review the performance of the Bianco Research Total Return Index
Jim Bianco
January 6, 2026
Every developed-world bond market saw higher long-term yields, with one exception: the U.S. 10-year yield.
Quarterly Commentary
What I Learned in My First Year Managing Fixed-Income
January 6, 2025
The total return index outperformed the broad bond market. Here is what we learned after the first year.
Commentary
Q3 Investor Letter: What If Rates Return to Yield Curve Averages?
September 30, 2024
A quarterly review of index performance, positioning, and market perspective from Jim Bianco.
Commentary
What to Expect When You’re Expecting
September 5, 2024
A review of index performance, positioning, and market perspective from Jim Bianco.
Quarterly Commentary
Q2 Investor Letter: The Market vs the Fed
July 8, 2024
A quarterly review of index performance, positioning, and market perspective from Jim Bianco.