John Lekas discusses the biggest risks for fixed income investors in 2025, what metric he's watching in the upcoming jobs report, and much more in a wide-ranging interview. Watch the full segment here: Lekas: Fed Won’t Cut This Year, Impact…
Leader Capital President, CEO, and Senior Portfolio Manager John Lekas shared his insights with Catherine Brock for Forbes about where he sees opportunity in today’s fixed-income markets, and why floating-rate CLOs stand out in 2025. Read the full article: Is…
John Lekas, is quoted in Forbes' recent piece about Moody's U.S. credit downgrade. John reiterates that it's all about the dollar. As previously predicted, the dollar has fallen and will continue to. Read the Full Article Here: Moody’s U.S. Credit…
John Lekas - CEO & Senior Portfolio Manager, Leader Capital May 12th, 2025 We believe U.S. Treasury yields are poised to rise meaningfully by year-end. Barring a major shift in global conditions, we see the 2-year reaching 4%, the 10-year…
John Lekas – CEO & Senior Portfolio Manager April 23, 2025 Credit markets and global interest rates remain relatively firm, reflecting a cautious but stable risk environment. We believe volatility will continue in equity and fixed income markets, but the…
Slavik Kolesnik – Portfolio Manager February 13, 2025 The latest data clearly challenges the prevailing narrative of Federal Reserve rate cuts and reinforces our view that interest rates will need to remain higher for longer. The recent CPI and PPI…
John Lekas – CEO & Senior Portfolio Manager November 18th, 2024 We continue to believe that a low-dollar policy is in place. With Trump in office, it is almost certain that fiscal and monetary policies will move in tandem. The…
John Lekas – CEO and Senior Portfolio Manager August 20th, 2024 Currently, the United States’ debt-to-GDP ratio is approximately 143%, while China’s is approximately 297%. As the national debt for the U.S. and China reaches these levels, it becomes a…
Leader Capital High-Quality Income Fund was featured in Barron's Mutual Fund Quarty article. Barron's author Lewis Braham said, "Leader Capital High-Quality Income has trounced its peers in Morningstar's Intermediate Core-Plus Bond category." Read the full article here: "The Great Fund Face-Off"
John Lekas – CEO & Senior Portfolio Manager April 10th, 2024 We believe there's a lack of recognition regarding the extent of inflation, both in the United States and internationally. The economic ramifications of distributing $7 trillion during the pandemic…