Section
Credit
296 posts
Managing Trump Uncertainty: Defensive Fixed Income in a Reshaped World Order
In a world shaken by policy whiplash, trade upheaval, and renewed inflation fears, the team at Ninepoint Partners…
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...
“We’ll Know It When We Hit a Tree”: Gundlach’s Warning on Fed Paralysis & the End of U.S. Exceptionalism
Above All, Do No Harm — Or Do Nothing? Federal Reserve Chair Jerome Powell, during his latest post-FOMC…
Drew O'Neil: Relative value metrics
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
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.…
When the dust won’t settle
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
How Tariffs Impact Credit Markets
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
Will History Rhyme? Fixed Income Themes During the First Trump Administration
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Early in the second Trump administration, tariff threats…
Just How “Rich” Is U.S. Credit
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways Investment-grade (IG) and high-yield (HY) spreads, at +80 basis…
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…
Credit Spreads: The Markets Early Warning Indicators
by Lance Roberts, RIA Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.…
Howard Marks: Ruminating on Asset Allocation
by Howard Marks, Vice Chairman, Oaktree Capital When I travel to see clients and spend entire days discussing…
Something's gotta give
by Richard Bernstein, Richard Bernstein Advisors Financial cycles repeat and current speculation that “this time is different” is…
Harnessing income opportunity in high yield credit
by Jeffrey Rosenberg, Managing Director, Systematic Fixed Income, BlackRock Key points Opportunities in high yield: High yield credit…
Rotation to Duration: Seeking a More Resilient Portfolio
by Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock Key takeaways We believe the Fed’s current…
Breadth and Balance
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-Asset Class, Multi Asset Strategies – EMEA, Neuberger Berman The…
