Browsing Category
Credit Markets
548 posts
Quick Thoughts: Banks and the butterfly effect—the global ramifications
by Stephen H. Dover, CFA, Chief Market Strategist and Head of Franklin Templeton Institute, Franklin Templeton Financial market…
50/30/20 is the New 60/40
In today's investment climate, investors are facing significant challenges amid a volatile and uncertain economic environment. The 60-40…
A unique opportunity with deeply discounted corporate bonds
by Drew O'Neil, Fixed Income Strategist, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight…
The credit hype machine is going to break
by Richard Bernstein, Richard Bernstein Advisors According to Bloomberg, January was a record month for investment grade (IG)…
Alfred Lee: 2023 Outlook & Strategy: 50 / 30 / 20
Listen on The Move In this podcast episode, Pierre Daillie, Managing Editor at AdvisorAnalyst.com, interviews Alfred Lee, Director,…
Central Banks vs. Financial Conditions
by Carl Tannenbaum, Executive Vice President, Chief Economist, Northern Trust Markets are no longer shocked by central bank…
The Outlook for Income: Balancing Rates and Credit in 2023
by Matthew Sheridan, Portfolio Manager, Income Strategies, AllianceBernstein When we think about generating income for our clients, for…
Comerica Wealth Management: 2023 Market Outlook
by John Lynch, Chief Investment Officer, Comerica Wealth Management 2023 Market Outlook Executive Summary The past year in…
The Asset Allocation Facts Have Changed
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman Why we think this year’s…
Securitized credit can be an important diversifier in bond portfolios
by Xavier Goss, Portfolio Manager, Capital Group As the risk of recession looms large over financial markets, how…
5 reasons to invest in high yield
by Shannon Ward, Fixed Income Portfolio Manager, Peter Becker, Investment Director and Flavio Carpenzano, Investment Director, Capital Group…
Picton Mahoney Q3 2022 Investment Review & Outlook: Inflation looks set to fall, the economy is likely to waiver, but stocks may rally
by David Picton and Team, Picton Mahoney Asset Management Copyright © Picton Mahoney Asset Management
BofA Flow Show: "Back in Credit"
by Michael Hartnett, Chief Equity Strategist, Bank of America Securities Research Copyright © BofA Securities Research
The Lessons of Value Investing for Credit Investors
by Andy Kochar, Vice-President, Portfolio Manager and Head of Global Credit, AGF Investments LLC It may be too…
Big Picture: What the “Smart Money” Says About Private Credit
by the Editor's Desk Canadian institutional investors are turning to private credit as one of several potential ways…
