Section
Corporate Debt
139 posts
Alfred Lee: Do Passive Strategies Still Make Sense for Fixed Income?
Alfred Lee, Portfolio Manager and Investment Strategist, BMO ETFs takes on the notion of whether it makes sense…
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...
Is Foreign Demand for US Corporate Bonds at an Inflection Point?
by Pramila Agrawal, PhD, Relative Return Strategist, Loomis Sayles The US corporate bond market reached a record $8…
Late cycle investing in the credit market
Marc-André Gaudreau, Vice President and Portfolio Manager, 1832 Investment Management L.P. discusses fixed income strategies advisors can use in the current environment, characterized by Central Banks increasing overnight rates to either slowdown an overheating economy or to fight inflation.
Sandy Liang: High Yield Opportunities in a Rising Rate Market
We recently caught up with Sandy Liang, President, Purpose Investments Partners, and high-yield fixed income portfolio manager. Sandy's…
Not Just for Yogurt
by Brad Tank, CIO, Fixed Income, Neuberger Berman A strong corporate culture is good for employees, good for…
Interest rates are on the rise. Now what?
by Sandy Liang, CFA, Portfolio Manager, Redwood Asset Management Interest rates are on the rise. That is fact.…
How Corporate Debt Confirms The “Everything Bubble”
I have been warning about the “Everything Bubble” for the last several years, but the sheer enormity of…
The Stealthy Success of European High Yield
by Neuberger Berman Fixed Income Investment Strategy Committee You might be surprised to learn that European high yield…
Tight Credit Spreads: A Double-Edged Sword
by Ryan Detrick, LPL Research High-yield corporate bonds have performed impressively so far this year, with the Bloomberg…
The Law of Unintended Consequences
by The Algonquin Team, Algonquin Capital The road to hell is paved with good intentions. Proverb One of…
When Volatility Knocks
by The Algonquin Team, Algonquin Capital Using volatility as a measure of risk is nuts. Charlie Munger The…
Alternative Facts for Alternative Investors
by The Algonquin Team, Algonquin Capital All generalizations are dangerous, even this one. Alexandre Dumas Across the taxonomy…
Corporate Bond Mid-Year Outlook: Further Price Gains Unlikely
by Colin Martin, CFA, Director, Fixed Income, Schwab Center for Financial Research, Charles Schwab and Company, Inc. Corporate…
Canadian Update: Canada IG Corporate Bonds Outperforming TSX YTD
by Kevin Horan, Director, Fixed Income Indices, S&P Dow Jones Indices Canada’s economy has been accelerating due to…
Data Bites
by The Algonquin Team, Algonquin Capital He uses statistics as a drunken man uses lamp-posts – for support…
