Section
Credit Markets
577 posts
As Duration Dies, Equities Rise
by Jim Masturzo, Research Affiliates Key Points The equity risk premium, a comparison of equity and bond yields…
Tactical asset allocation update: February 2021
by Alessio De Longis, Invesco Canada Macro update We expect the global cycle to move into an expansionary…
Corporate Bond Market: Is a âZombieâ Apocalypse Coming?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Whatâs a âzombie companyâ? You may…
Neuberger Berman: Early-Cycle Conditions Still Support Credit
by Brad Tank, Chief Investment OfficerâFixed Income, Neuberger Berman Why the run-up in rates has troubled equity markets…
Jeremy Grantham: Waiting for the Last Dance
The Hazards of Asset Allocation in a Late-stage Major Bubble by Jeremy Grantham, GMO Executive Summary The long,…
On My Mind â Inflation: The Devil We Knew
by Sonal Desai, Ph.D., Chief Investment Officer, Franklin Templeton Fixed Income Franklin Templeton Investments Inflation concerns have entered…
Technically Speaking: Blowing Up The âEverything Bubbleâ
by Lance Roberts, RIA Recently, I discussed the âTwo Pins That Pop The Bubble,â specifically noting the risk…
Technically Speaking: Howard Marks On Speculative Manias
by Lance Roberts, RIA One of my favorite investing legends is Oaktree Managementâs Howard Marks. His investing wisdom…
The Green Transition: Implications of the European Recovery Plan
by Darren Williams, AllianceBernstein Despite questions over financing the European Unionâs (EUâs) new Green Deal, the green transition…
Will High-Dividend Payers Make a Comeback in 2021?
by Karen Watkin, AllianceBernstein
Having strongly underperformed the wider stock market in 2020, high-dividend stocks have shown…
Why Rising Bond Yields Arenât Always Bad for Stocks
by David Stonehouse, MBA, CFAÂŽ, AGF Management Ltd. Insights and Market Perspectives Author:Â David Stonehouse February 2, 2021 Print…
Tactical asset allocation â January 2021 recap
by Alessio De Longis, Invesco Canada Global recovery begins to mature, leading to expansion Macro update The year…
Should Bondholders Keep Faith in Europeâs Banks?
by Steve Hussey, HeadâFinancial Institutions Credit Research, AllianceBernstein For European banksâ stockholders, 2020 was a year to forget.…
European Fixed Income in 2021: Focused on Recovery, and Politics
by David Zahn, CFA, FRM, Franklin Templeton Investments Author David Zahn, CFA, FRM Head of European Fixed Income,…
Hubert Marleau: Pondering a Bifurcated Economy
by Hubert Marleau, Market Economist, Palos Management The stock market was remarkably indifferent to Powellâs assurance that the…
