Section
Credit Markets
588 posts
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…
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...
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 Officer—Fixed Income, Neuberger Berman The credit market has lagged while equities have rallied—is…
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 “Fixed-Income 2020:…
Picton Mahoney – 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 “Talking Markets” podcast. A transcript follows. …
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week global equities were weaker overall on…
Opus Virus: Destruction-to-Restoration-to-Reformation.
by Hubert Marleau, Market Economist, Palos Management What Happened In the Market Last Week: Everybody should know by…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week global equities were weaker overall on…
Crisis Dashboard: Big Data Helps Paint the Big Picture
by Jonathan Berkow, AllianceBernstein Our crisis dashboard includes signals from three areas: 1) public health, 2) the consumer…
What Happens When a Corporate Bond Issuer Defaults?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Key Points Corporate defaults are likely…
What Plunging Oil Prices Mean for Energy Bonds
by Gershon Distenfeld, Co-Head, Fixed Income, AllianceBernstein On April 20, the price of oil skidded into negative territory…
