Section
Corporate Debt
139 posts
Who's Smarter? Stocks or Corporate Bonds?
by Dana Lyons, J. Lyons Fund Management, Inc. One of the Wall Street platitudes often repeated is that…
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...
Could the Search for Income Lead to Instability?
by Daniel Loewy and Morgan Harting, AllianceBernstein Years of quantitative easing has pushed yields on government bonds down…
Guy Haselmann: "Fading Smiles"
Out There Beyond the Wall by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Germany, France, Japan…
Don’t Skip the Homework: High Yield’s Overlooked Risks
by Gershon Distenfeld, AllianceBernstein Many investors have taken on more risk in their quest for higher returns—especially as…
Corporate Credit Fundamentals Worsening?
by Sober Look US corporate credit markets, particularly high yield bonds, are becoming quite frothy, as risk/reward dynamics…
David Rosenberg: 10 Macro Indicators That Point to No Recession
by Cullen Roche, Pragmatic Capitalism In a recent research note David Rosenberg of Gluskin Sheff checks in on…
Here Comes QE In Financial Drag: Draghi's New ABCP Monetization Ploy
by David Stockman via Contra Corner blog, You can smell this one coming a mile away: The European…
Deborah Frame: Why Do We Accept Volatility as a Measure of Risk?
Not Your Grandfather’s Risk Measurement by Deborah Frame, Vice President, Investments, Cougar Global Investments Why Do We Accept…
Junk Bonds Have Distanced Themselves From Other Bonds
Junk Bond ETF Far Outperforming Other Bonds by Hale Stewart, The Bonddad Blog Above is a one year…
Tom Brakke: Three Ways
by Tom Brakke, Research Puzzle As explained in the item below, I’ve been thinking in seven-year periods lately,…
The Economy and Bond Market Radar (November 18, 2013)
The Economy and Bond Market Radar (November 18, 2013) Treasury bond yields fell by a few basis points…
The Economy and Bond Market Radar (October 21, 2013)
The Economy and Bond Market Radar (October 21, 2013) Treasury bond yields fell this week as the government…
A Look at Year-to-Date Asset Class Performance
Chart 1: Year To Date Performance Of Various Asset Classes Source: StockCharts (edited by Short Side of Long)…
High Yield and Bank Loan Outlook - October 2013
Fundamental factors underlying the corporate sector continue to underscore our constructive stance on leveraged credit, however, investors should…
Jeffrey Saut: "Thank You!"
“Thank You!” by Jeffrey Saut, Chief Investment Strategist, Raymond James September 23, 2013 Thank you Franklin Templeton for…
