Section
Credit
286 posts
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 âthis time is differentâ 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 Fedâs current…
Breadth and Balance
by Erik L. Knutzen, CFA, CAIA, Chief Investment OfficerâMulti-Asset Class, Multi Asset Strategies â EMEA, Neuberger Berman The…
A Structural Alpha Opportunity
by Ben Nabet and Joe Auth, GMO LLC Why Ratings Donât Tell the Full Story in Securitized Credit…
Macro Outlook: Rates and Profits Critical to the Path Forward
by Craig Burelle, Global Macro Strategist, Credit, Loomis Sayles Editorâs Note: Every year, Loomis Sayles features sector outlooks…
Long the Strong
by Niall OâSullivan, Chief Investment Officer, Multi Asset Strategies â EMEA, Neuberger Berman The prolonged adjustment to higher…
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
Under Pressure? High Yield Can Hold Up (Your Income Portfolio)
by Scott DiMaggio, CFA, Co-HeadâFixed Income; DirectorâGlobal Fixed Income Gershon M. Distenfeld, CFA, Co-HeadâFixed Income; DirectorâCredit Matthew Sheridan,…
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
Schwab Market Perspective: Half Full?
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
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 â 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
Fund Insight: Explore AGFâs âGo-Anywhereâ Fund
by Tristan Sones & Tom Nakamura, Co-Heads of Fixed Income, AGF Investments Diversification of Fixed Income Asset Classes…
