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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…
March 16, 2023
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…
February 24, 2023
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…
February 15, 2023
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)…
February 9, 2023
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,…
February 9, 2023
Central Banks vs. Financial Conditions
by Carl Tannenbaum, Executive Vice President, Chief Economist, Northern Trust Markets are no longer shocked by central bank…
February 8, 2023
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…
January 26, 2023
Comerica Wealth Management: 2023 Market Outlook
by John Lynch, Chief Investment Officer, Comerica Wealth Management 2023 Market Outlook Executive Summary The past year in…
December 7, 2022
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…
November 27, 2022
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…
November 10, 2022
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…
October 13, 2022
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
August 17, 2022
BofA Flow Show: "Back in Credit"
by Michael Hartnett, Chief Equity Strategist, Bank of America Securities Research Copyright © BofA Securities Research
August 14, 2022
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…
July 12, 2022
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…
July 11, 2022