Section
Corporate Debt
142 posts
AGF's David Stonehouse: A Narrower Path Forward for Markets
As markets head toward 2026 with momentum but less margin for error, David Stonehouse offers a clear-eyed roadmap for navigating tariffs, policy pivots, and a maturing bull market.
AI capex wave tests bond market depth
by Adam Smears, Managing Director, Investment Research - Fixed Income, Russell Investments Key takeaways AI-related capital expenditures are…
Slowing Jobs Growth, Shifting Trade Winds, and a New Phase for Policy
As 2025 comes to a close, the U.S. economy looks less like it’s faltering and more like it’s…
Bond market outlook: Resilience and rate cuts
by Matthew Brill, Head of North America Investment Grade Credit, & Craig Altholz, Client Portfolio Manager, Invesco Key…
A Smarter Way to Earn High-Quality Income: Why BMO GAM Thinks ZAAA Could Be a Portfolio Game-Changer
CLOs—Collateralized Loan Obligations—have been a go-to strategy in the institutional fixed income world for years. But if you're…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
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 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