Section
Credit Markets
588 posts
Central Banks vs. Financial Conditions
by Carl Tannenbaum, Executive Vice President, Chief Economist, Northern Trust Markets are no longer shocked by central bank…
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...
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…
Comerica Wealth Management: 2023 Market Outlook
by John Lynch, Chief Investment Officer, Comerica Wealth Management 2023 Market Outlook Executive Summary The past year in…
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…
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…
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…
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
BofA Flow Show: "Back in Credit"
by Michael Hartnett, Chief Equity Strategist, Bank of America Securities Research Copyright © BofA Securities Research
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…
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…
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…
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…
Marko Kolanovic: Add Risk to Credit
Copyright © J.P. Morgan
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…
Bear Traps Report: De-Globalization is Inflationary
Copyright © Larry McDonald, Bear Traps Report
