Browsing Category
Credit Markets
572 posts
The Outlook for Income: Balancing Rates and Credit in 2023
by Matthew Sheridan, Portfolio Manager, Income Strategies, AllianceBernstein When we think about generating income for our clients, for…
January 26, 2023
Comerica Wealth Management: 2023 Market Outlook
by John Lynch, Chief Investment Officer, Comerica Wealth Management 2023 Market Outlook Executive Summary The past year in…
December 7, 2022
The Asset Allocation Facts Have Changed
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman Why we think this year’s…
November 27, 2022
Securitized credit can be an important diversifier in bond portfolios
by Xavier Goss, Portfolio Manager, Capital Group As the risk of recession looms large over financial markets, how…
November 10, 2022
5 reasons to invest in high yield
by Shannon Ward, Fixed Income Portfolio Manager, Peter Becker, Investment Director and Flavio Carpenzano, Investment Director, Capital Group…
October 13, 2022
Picton Mahoney Q3 2022 Investment Review & Outlook: Inflation looks set to fall, the economy is likely to waiver, but stocks may rally
by David Picton and Team, Picton Mahoney Asset Management Copyright © Picton Mahoney Asset Management
August 17, 2022
BofA Flow Show: "Back in Credit"
by Michael Hartnett, Chief Equity Strategist, Bank of America Securities Research Copyright © BofA Securities Research
August 14, 2022
The Lessons of Value Investing for Credit Investors
by Andy Kochar, Vice-President, Portfolio Manager and Head of Global Credit, AGF Investments LLC It may be too…
July 12, 2022
Big Picture: What the “Smart Money” Says About Private Credit
by the Editor's Desk Canadian institutional investors are turning to private credit as one of several potential ways…
July 11, 2022
Will Corporate Credits Crack as Growth Slows?
by Susan Hutman, Director—Investment Grade Corporate Credit Research,Will Smith, CFA, Director—US High Yield, Robert Hopper, Director—Corporate Credit and…
June 7, 2022
Want to De-Risk? Look to High Yield
by Will Smith, CFA, Director—US High Yield & Gershon M. Distenfeld, CFA, Co-Head—Fixed Income; Director—Credit, AllianceBernstein Looking for…
May 19, 2022
4 Reasons to Be Cautious With High-Yield Bonds
by Collin Martin, Schwab Center for Financial Research We are growing more cautious with high-yield bonds. While the…
May 8, 2022
Bear Traps Report: De-Globalization is Inflationary
Copyright © Larry McDonald, Bear Traps Report
March 18, 2022
Hugh Hendry: Big Macro Fault Lines
Listen on The Move Recorded February 18, 2022 Hugh Hendry, a.k.a. The Acid Capitalist, and Founder of the…
March 1, 2022