Tom Czitron
Author
Tom Czitron is an investment strategist and global macro analyst with more than four decades of institutional experience managing large mutual funds and pension fund assets. He has held senior portfolio management and CIO roles at major Canadian investment firms and now works with family offices and high-net-worth investors seeking independent, institutional-quality investment oversight.
LATEST
The Regime Has Changed. Investors Haven’t Noticed.
In the late 1960s and early 1970s, the United States entered a period that bears uncomfortable similarities to today.
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Inflation Will Eat Your Bond Returns If You’re Not Ready
While bonds are less volatile than stocks, commodities, or cryptocurrencies, they are not without risk.
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Why the Yield Curve Still Matters, Even When It’s Wrong
Understanding the yield curve is crucial for investors.
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Why Bonds Affect Everything
Government bond yields are crucial to understand, since they are the benchmarks for other interest rate instruments.
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The Hidden Cost of Safe Bets: Why Bonds Often Fall Short
Inflation is the enemy of the bondholder—and the long-term friend of the issuer.
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Bonds in the Headlines: What You Need to Know
The fact that bonds don’t get much media coverage doesn’t mean that they aren’t vitally important.
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