Section
Credit
297 posts
When the Market Outgrows Its Index: Why the Agg Is No Longer Enough
“Nearly half of the opportunities available in fixed income aren’t represented in the Agg.” That’s not just a…
June 26, 2025
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…
May 12, 2025
Unlocking Opportunities in Ontario Real Estate
In this webinar replay, RiverRock MIC’s Nick Kyprianou offers his 30-year perspective on the factors driving the MIC investing opportunity.
March 27, 2025
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…
March 20, 2025
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.…
March 19, 2025
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…
March 9, 2025
How Tariffs Impact Credit Markets
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
February 18, 2025
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…
February 6, 2025
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…
January 23, 2025
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…
December 12, 2024
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.…
November 27, 2024
Howard Marks: Ruminating on Asset Allocation
by Howard Marks, Vice Chairman, Oaktree Capital When I travel to see clients and spend entire days discussing…
November 12, 2024
Something's gotta give
by Richard Bernstein, Richard Bernstein Advisors Financial cycles repeat and current speculation that “this time is different” is…
June 3, 2024
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…
May 9, 2024
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…
May 2, 2024