Section
Credit Markets
588 posts
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…
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...
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…
Why is the stock market rising in the middle of a severe recession?
by Erik Ristuben, Russell Investments The economic carnage inflicted by the fight against the coronavirus pandemic has been…
Portfolio positioning for a recovery scenario
by Talley Leger, Invesco Canada In response to numerous client questions about portfolio positioning for a recovery scenario,…
Can AT1s Survive Coronavirus?
by Jørgen Kjærsgaard, AllianceBernstein As the effects of the coronavirus wreck economies, banks are facing increased loan-loss risks…
Novel Recession
by Craig Basinger, Chris Kerlow, Derek Benedet, An Nguyen, Joey Mack, Alexander Tjiang Executive summary I. Market recap…
Hubert Marleau: Value Rises From The Ashes
What Happened Last Week-- Ending May 29: Last week, the S&P 500 index reached the psychologically important 3000…
