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Credit Markets
570 posts
Bill Bamber, BMO GAM CEO: "A generational shift in accessing structured investment payoffs"
Listen on The Move This is one of the trickiest times in investing history marked by heightened uncertainty,…
March 7, 2024
A Structural Alpha Opportunity
by Ben Nabet and Joe Auth, GMO LLC Why Ratings Donât Tell the Full Story in Securitized Credit…
February 14, 2024
Itâs Time to Say Goodbye to âT-Bill and Chillâ
by Monika Carlson, CFA | Senior Investment StrategistâFixed Income, AllianceBernstein Investors who wait too long to get off…
January 25, 2024
DoubleLine Round Table Prime 2024: Macro Outlook
During the macroeconomic segment of its 2024 edition, participants in DoubleLine Round Table Prime among other issues debate…
January 25, 2024
Bond Diversification Is Falling: Portfolio Implications
by Jeremy Schwartz, CFA, Global Chief Investment Officer, Associate Director, Research, WisdomTree One of the most important market…
January 25, 2024
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…
January 3, 2024
Persistent Anomaly? High Yields on Short Bonds
by Will Smith, CFA, Director, US High Yield & Robert Schwartz, Portfolio ManagerâHigh Yield, AllianceBernstein With yield curves…
October 5, 2023
Itâs not how much duration you hold, itâs where you hold your duration
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Rising rates in the second half of the…
October 2, 2023
Yielding to yield
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos, September 25, 2023 It has not been…
September 26, 2023
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,…
August 11, 2023
JPM Kolanovic: Reducing our credit allocation
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan - Global Markets Strategy
July 13, 2023
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
July 13, 2023
Capital Groupâs fixed income leadership recognized
by Ryan Murphy, Fixed Income Business Development Director, Capital Group Whoâs the new bond leader among active management…
June 15, 2023
Mid-Year Outlook: Fixed Income
by Kathy Jones, Global Fixed Income Strategist, Charles Schwab & Company Despite high volatility in the bond market…
June 12, 2023
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…
June 11, 2023