Section
Credit Markets
578 posts
The Markets Are Sending Confounding Messages
by Michael Lebowitz, CFA, and Jack Scott, CFA, 720 Global Research The Markets Are Sending Confounding Messages On…
Income Assets Are Down but Not Out
by Karen Watkin, AllianceBernstein Higher-income assets underperformed in the second-quarter rebound. But that also means there’s pent-up potential…
Midyear Outlook: Bond Investing in the Era of Low and No Yield
by Scott DiMaggio, Gershon Distenfeld, Co-Heads, Fixed Income, AllianceBernstein Low yields plus rising defaults seemingly leave little ground…
Has the U.S. Dollar Lost its Edge?
by Tom Nakamura, Portfolio Manager, Currency Strategy and Co-Head of Fixed Income, AGF Investments Inc. Is the U.S.…
Heads I Win, Tails I Hedge
by Corey Hoffstein, Newfound Research This post is available as a PDF download here. Summary For hedging strategies,…
The Credit Barbell Isn’t Broken. Here’s Why.
by Matt Sheridan, Portfolio Manager – Global Multi-Sector, AllianceBernstein Credit barbell strategies are designed to provide protection on…
Mid-year outlook: A slow, uneven economic recovery in the second half
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada The first half of 2020 has been unexpected,…
PODCAST: Considering Mortgage-Backed Securities in a Fixed Income Portfolio
by Paul W. Varunok, Franklin Templeton Investments Transcript Host: Paul, we’re going to talk about impacts from the…
2020 Mid-Year Outlook: Corporate Bonds
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Key Points Investment-grade corporate bonds: Consider…
Today’s portfolios “Can’t get no satisfaction” from yesterday’s instruments
by Rick Rieder, Blackrock Rick Rieder, Russ Brownback and Trevor Slaven contend that in the tug-of-war between the…
Disease and Debt Now: Dispersion Later?
by Robert Christian, Senior Managing Director, Head of Investment Research, K2/D&S Management Co, LLC, Franklin Templeton Investments It…
Mid-Grade Munis Have Room to Rebound
by Daryl Clements, AllianceBernstein Caught in the COVID-19 economic downdraft, the municipal market suffered unprecedented volatility in March.…
The Fed's Roadmap
The Fed has increasingly unorthodox policy options if the economy remains mired in a protracted downturn. by Scott…
Mixed Signals
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Charles Schwab and Company Many have been confounded by the…
GMO Quarterly: Uncertainty Has Seldom Been Higher
by Ben Inker and Jeremy Grantham, GMO LLC Uncertainty Has Seldom Been Higher Oddly, Neither Has the Stock…
