Section
Credit Markets
578 posts
Credit Risk-Transfer Securities: Finding the Way Forward
by Janaki Rao, AllianceBernstein As fixed-income markets have started to recover following the massive selloff and liquidity crunch…
PODCAST: Whatâs Next for Markets as Lockdowns Lift: A Multi-Asset View
by Edward D. Perks, CFA, Franklin Templeton Investments Listen to our latest âTalking Marketsâ podcast to hear the…
Why Siegel Is Wrong About End Of Bond Bull Market
by Lance Roberts, RIA Whartonâs Jeremy Siegel recently declared the end to the 40-year bond bull market. âHistory…
Portfolio managers examine the impact of COVID-19
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada As the number of COVID-19 cases continues to…
Current opportunities in the TIPS market
by David Royal, Portfolio Manager, Multi-Sector Mutual Funds, Blackrock David Rogal and Bob Miller contend that the TIPS…
We Are All Government-Sponsored Enterprises Now
The support to corporate America during this economic shutdown risks the creation of a new moral obligation for…
Michael Greenberg: Rebalance? Yes, but where?
Michael Greenberg, Vice-President and Portfolio Manager, Franklin Templeton Multi-Asset Solutions joins us to talk about his perspective…
Canary in the Coal Mine
by Brad Tank, Chief Investment OfficerâFixed Income, Neuberger Berman The credit market has lagged while equities have ralliedâis…
Prepare for the Era of Recrimination
The unintended consequences and moral hazard of insufficient and misdirected policies. by Scott Minerd, Global CIO, Guggenheim Partners…
The Great Bear Bounce
by Craig Basinger, Chris Kerlow, Derek Benedet, An Nguyen, Joey Mack, Alexander Tjiang, Richardson GMP Summary I. Market…
Fixed-Income 2020: The Year of the Sequoia (Call Notes and Replay, April 30, 2020)
by Bill Housey, Senior Portfolio Manager, First Trust Portfolios Summary notes and conference call replay for âFixed-Income 2020:…
Picton Mahoney â Investment Review and Outlook: The GFC Playbook for the War on COVID-19
by Picton Mahoney Strategy Committee Published April 23, 2020 Our Quarterly Review and Outlook is designed to provide…
Corporate Debt: Defaults, Downgrades and Fallen Angels
by Susan Hutman, Director, Investment Grade Corporate, and Robert Hopper, Director, High Yield, AllianceBernstein The coronavirus pandemic continues…
PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis
by Michael Hasenstab, Ph.D., Franklin Templeton Investments Listen to our latest âTalking Marketsâ podcast. A transcript follows. ï»ż…
Notes from the Trading Desk â Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week global equities were weaker overall on…
