Section
Corporate Debt
139 posts
Bond market outlook: Resilience and rate cuts
by Matthew Brill, Head of North America Investment Grade Credit, & Craig Altholz, Client Portfolio Manager, Invesco Key…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
A Smarter Way to Earn High-Quality Income: Why BMO GAM Thinks ZAAA Could Be a Portfolio Game-Changer
CLOsâCollateralized Loan Obligationsâhave been a go-to strategy in the institutional fixed income world for years. But if you're…
Credit Spreads: Recession Indicator or Market Correction?
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Kent Cullinane, Analyst, Research.…
How Tariffs Impact Credit Markets
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
From Inflation to Innovation: Key Trends Shaping the U.S. Economy and Markets (JPM)
Here are highlights from the J.P. Morgan "Guide to the MarketsÂź U.S. | 1Q 2025" which focuses on:…
Yields and Credit Quality Make High Yield Bonds Attractive for 2025
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low. by Eric…
Odds and ends
by Drew O'Neil, Fixed Income, Raymond James Drew OâNeil discusses fixed income market conditions and offers insight for…
A Structural Alpha Opportunity
by Ben Nabet and Joe Auth, GMO LLC Why Ratings Donât Tell the Full Story in Securitized Credit…
Itâs Time to Say Goodbye to âT-Bill and Chillâ
by Monika Carlson, CFA | Senior Investment StrategistâFixed Income, AllianceBernstein Investors who wait too long to get off…
Under Pressure? High Yield Can Hold Up (Your Income Portfolio)
by Scott DiMaggio, CFA, Co-HeadâFixed Income; DirectorâGlobal Fixed Income Gershon M. Distenfeld, CFA, Co-HeadâFixed Income; DirectorâCredit Matthew Sheridan,…
JPM Kolanovic: Reducing our credit allocation
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan - Global Markets Strategy
Torsten Slock, Apollo â Credit Market Outlook: High rates and slowing economy creating opportunities for credit investors
by Torsten Slock, PhD, Chief Economist, Apollo Global Management Copyright © Apollo Global Management
Capital Groupâs fixed income leadership recognized
by Ryan Murphy, Fixed Income Business Development Director, Capital Group Whoâs the new bond leader among active management…
Fund Insight: Explore AGFâs âGo-Anywhereâ Fund
by Tristan Sones & Tom Nakamura, Co-Heads of Fixed Income, AGF Investments Diversification of Fixed Income Asset Classes…
What investors need to know about a U.S. recession, Chinaâs recovery, and eurozone inflation
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways U.S. recession? Data suggests the U.S. economy is…
