Section
Credit Markets
583 posts
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…
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…
Bond Diversification Is Falling: Portfolio Implications
by Jeremy Schwartz, CFA, Global Chief Investment Officer, Associate Director, Research, WisdomTree One of the most important market…
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…
Persistent Anomaly? High Yields on Short Bonds
by Will Smith, CFA, Director, US High Yield & Robert Schwartz, Portfolio ManagerâHigh Yield, AllianceBernstein With yield curves…
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…
Yielding to yield
by Craig Basinger, Chief Market Strategist, Purpose Investments Inc. Market Ethos, September 25, 2023 It has not been…
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,…
JPM Kolanovic: Reducing our credit allocation
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan - Global Markets Strategy
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
Capital Groupâs fixed income leadership recognized
by Ryan Murphy, Fixed Income Business Development Director, Capital Group Whoâs the new bond leader among active management…
Mid-Year Outlook: Fixed Income
by Kathy Jones, Global Fixed Income Strategist, Charles Schwab & Company Despite high volatility in the bond market…
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…
Defaults accelerating: Beware the coming credit crunch
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors A quick PSA from RBA: Beware of the…
Why U.S. investment grade is attractive â and defensive
by Matt Brill, Head of North American Investment Grade, & Todd Schomberg, Senior Portfolio Manager, Invesco Key takeaways…
