Section
Credit Markets
588 posts
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,…
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...
On My Mind — 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 “Everything Bubble”
by Lance Roberts, RIA Recently, I discussed the “Two Pins That Pop The Bubble,” specifically noting the risk…
Technically Speaking: Howard Marks On Speculative Manias
by Lance Roberts, RIA One of my favorite investing legends is Oaktree Management’s Howard Marks. His investing wisdom…
The Green Transition: Implications of the European Recovery Plan
by Darren Williams, AllianceBernstein Despite questions over financing the European Union’s (EU’s) 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 Aren’t Always Bad for Stocks
by David Stonehouse, MBA, CFA®, AGF Management Ltd. Insights and Market Perspectives Author: David Stonehouse February 2, 2021 Print…
Tactical asset allocation — 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 Europe’s Banks?
by Steve Hussey, Head—Financial Institutions Credit Research, AllianceBernstein For European banks’ 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 Powell’s assurance that the…
Tactical asset allocation — December 2020 recap
by Alessio De Longis, Senior Portfolio Manager, Invesco Investment Solutions, Invesco Canada Global recovery is likely to continue,…
Barry Allan: What Do investors Misunderstand About Credit Markets?
Misperceiving risk is biggest misunderstanding investors have about investing in credit," says Barry Allan, CEO, CIO of DMAT…
2021 Municipal Outlook: Reasons for Optimism
by Daryl Clements, AllianceBernstein After 2020, a year for the ages, 2021 should bring a mixed bag for…
Barry Allan: How do you reduce and avoid risk?
There is no substitute for experience. After 38 years of successfully investing in fixed income and credit, you…
