Section
Corporate Debt
137 posts
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.…
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...
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 Markets® 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 O’Neil discusses fixed income market conditions and offers insight for…
A Structural Alpha Opportunity
by Ben Nabet and Joe Auth, GMO LLC Why Ratings Don’t Tell the Full Story in Securitized Credit…
It’s Time to Say Goodbye to ‘T-Bill and Chill’
by Monika Carlson, CFA | Senior Investment Strategist—Fixed 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-Head—Fixed Income; Director—Global Fixed Income Gershon M. Distenfeld, CFA, Co-Head—Fixed Income; Director—Credit 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 – 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 Group’s fixed income leadership recognized
by Ryan Murphy, Fixed Income Business Development Director, Capital Group Who’s the new bond leader among active management…
Fund Insight: Explore AGF’s ‘Go-Anywhere’ 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, China’s recovery, and eurozone inflation
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways U.S. recession? Data suggests the U.S. economy is…
Defaults accelerating: Beware the coming credit crunch
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors A quick PSA from RBA: Beware of the…
Will Banking Sector Issues Affect Corporate Bonds?
by Collin Martin, Fixed Income, Charles Schwab and Company Ltd. Corporate bond investors may be wondering if banking…
