Browsing Category
Credit Markets
573 posts
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
10 Investment Themes for 2022
by Jody Jonsson, and Martin Romo, Capital Group Investors are facing a market in transition. For years it’s…
February 27, 2022
Bond market outlook: Seek balance amid mixed signals
by Ritchie Tuazon, Damien McCann, & Courtney Wolf, Fixed Income Portfolio Managers, Capital Group The U.S. economy has…
December 16, 2021
Fixed-Income Opportunities in 2022 – The Outlook for Income
by Matthew Sheridan, CFA, Portfolio Manager—Global Multi-Sector, AllianceBernstein So, when you think about the end of 2021, and…
December 8, 2021
Tremors in Credit and Currency Markets
by Ashok Bhatia, CFA, Deputy Chief Investment Officer—Fixed Income, Neuberger Berman November’s modest uptick in volatility, driven by…
November 28, 2021
The Epitome of Financial Repression in Two Charts
By Bryce Coward, CFA, Knowledge Leaders Capital By now investors are quite aware of the consequences of financial…
October 28, 2021
22 DoubleLine's Jeffrey Sherman on Where We Are and Where to Invest
Listen on The Move Jeffrey Sherman, Deputy CIO, DoubleLine Capital joins us for nearly 90 minutes on…
October 13, 2021
Phil Mesman: Event-Driven Credit Investing
Phil Mesman, lead fixed income portfolio manager at Picton Mahoney Asset Management sits down with Pierre Daillie to…
October 1, 2021
Jeffrey Sherman – Macro-Outlook: How Should Investors Be Positioning?
Jeffrey Sherman, Deputy CIO of Los Angeles-based DoubleLine Capital, which manages $137-billion in AUM joined us for an…
September 23, 2021
The Preferred Option
by David Lyon, Co-Head of Private Credit, Neuberger Berman How tailored solutions deploying preferred stock can help private…
July 26, 2021
Three Strategies for Navigating Turbulent Bond Markets
by Scott Dimaggio and Gershon Distenfeld, Co-Heads of Fixed Income, AllianceBernstein Today’s market environment taps into bond investors’…
April 5, 2021
As Duration Dies, Equities Rise
by Jim Masturzo, Research Affiliates Key Points The equity risk premium, a comparison of equity and bond yields…
March 3, 2021
Tactical asset allocation update: February 2021
by Alessio De Longis, Invesco Canada Macro update We expect the global cycle to move into an expansionary…
March 3, 2021
Corporate Bond Market: Is a “Zombie” Apocalypse Coming?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research What’s a “zombie company”? You may…
March 2, 2021
Neuberger Berman: Early-Cycle Conditions Still Support Credit
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Why the run-up in rates has troubled equity markets…
March 1, 2021