Section
Credit Markets
593 posts
It’s not how much duration you hold, it’s where you hold your duration
by Jeffrey Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, BlackRock Rising rates in the second half of the…
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...
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-Head—Fixed Income; Director—Global Fixed Income Gershon M. Distenfeld, CFA, Co-Head—Fixed Income; Director—Credit 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 – 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 Group’s fixed income leadership recognized
by Ryan Murphy, Fixed Income Business Development Director, Capital Group Who’s 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 AGF’s ‘Go-Anywhere’ 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 — and defensive
by Matt Brill, Head of North American Investment Grade, & Todd Schomberg, Senior Portfolio Manager, Invesco Key takeaways…
Will Banking Sector Issues Affect Corporate Bonds?
by Collin Martin, Fixed Income, Charles Schwab and Company Ltd. Corporate bond investors may be wondering if banking…
New Data Shows Fed Worried about a Credit Crunch Weeks Ago
by Brian Clark, Knowledge Leaders Capital The Fed’s concern about U.S. banks dominated last month’s FOMC meeting. According…
Fixed-Income Outlook: Getting a Grip in Slippery Markets
by Gershon Distenfeld, CFA, Scott Dimaggio, CFA, AllianceBernstein Market twists and turns challenged fixed-income investors in the first…
As Credit Goes, So Goes the Economy
by Joseph V. Amato, President and Chief Investment Officer—Equities, Jonathan Bailey, Head of ESG Investing, Neuberger Berman Credit…
From Anomaly to Opportunity: High Yields on Short Bonds
by Gershon Distenfeld, CFA, Will Smith, CFA, & Robert Schwartz, AllianceBernstein Stock and bond markets were shaken by…