John Lekas - CEO & Senior Portfolio Manager November 13th, 2025 The traditional negative correlation between Treasuries and risk assets has broken down. Historically, when equities sold off, investors moved into Treasuries as a safe haven, creating a dependable inverse…
John Lekas – CEO and Senior Portfolio Manager September 18, 2025 On September 17, 2025, the Federal Reserve enacted its first—and likely only—rate cut of the year. Though the Fed has not indicated such motivation, our view that this move…
John Lekas – CEO & Senior Portfolio Manager, Leader Capital August 5th, 2025 As expected by the team at Leader Capital, last week’s jobs report showed that the unemployment rate stayed put at 4.2%. Moreover, the Fed decided to hold rates…
July 29th, 2025 Fund surpasses $1.2 billion in AUM and earns consistent 5-star Morningstar ratings for long-term performance and macro-driven credit strategy VANCOUVER, Wash. – July 30, 2025 – Leader Capital, a fixed income investment manager with over two decades…
John doesn't see as deep of a rate cutting cycle and calls tariffs a "non-event." He believes the bigger story lies in dollar devaluation. Watch Here: https://schwabnetwork.com/video/rate-cut-or-rate-hike-tariffs-jobs-inflation-leave-fed-s-path-uncertain
Leader Capital President and Senior Portfolio Manager John Lekas joins Schwab Network’s Diane King Hall to discuss FOMC decision. To hear more of John’s perspective on the subject, check out the full segment below. Watch here: https://schwabnetwork.com/video/will-fed-raise-rates-instead-of-lowering-them-
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…