Section
Credit Markets
577 posts
Joe Zidle: Corporate Bonds – Priced for Perfection
by Joe Zidle, Blackstone For yield, I believe traditional corporate bonds aren't the best answer for investors right…
A Year of Stark Contrasts
by Joseph V. Amato, President and Chief Investment Officer—Equities, Neuberger Berman Navigating markets in this year of vulnerable…
The Song Remains the Same: Fed Keeps Rates/Balance Sheet Steady
by Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Company Ltd. Key Points The FOMC kept rates…
Schwab Market Perspective: Watching the Wheels
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Charles Schwab & Company Encouraging news about COVID-19 vaccines has…
Could Chinese Bond Defaults Benefit Investors in the Long Run?
by Jenny Zeng, Co-Head, Asia Pacific Fixed Income, AllianceBernstein Recent bond defaults by state-owned enterprises (SOEs) have roiled…
Five Charts that Make the Case for a Bull Market in Commodities
by Martin Pring, Pring Turner Capital Group A year ago, as the economy was emerging from its third…
When Risk-Free is Risky, Asia May Provide a Bright Spot for Fixed Income Investors
For global fixed income investors, diversification is key. In our latest Q&A, Portfolio Manager Teresa Kong, CFA, discusses…
Hubert Marleau: "Damned If I Do and Damned If I Don't"
by Hubert Marleau, Market Economist, Palos Management The S&P 500 dipped 0.7% to 3558 this week even though…
2021 Credit Outlook: Smoother Road Ahead
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Key Points Investment-grade corporate bonds: Consider…
Stay Flexible in Credit
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman We still think credit is attractive for 2021, but…
Q4 2020 Fixed Income Survey: With the dust settling, is demand for riskier assets heating up?
by In this latest survey, 64 leading bond and currency managers considered valuations, expectations and outlooks for the…
US 2020 Election Investment Pulse: Why Fixed Income Now
by Douglas Hulsey, Franklin Templeton Investments “The announcement of these vaccines has been tremendously supportive of the capital…
Can Multi-Asset Investors Find Lasting Recovery in Emerging Markets?
by Morgan Harting, AllianceBernstein Emerging-market (EM) asset returns substantially lagged their developed-market (DM) counterparts over the last decade.…
How Bad Could This Cyclical Bear Be?
by David Stonehouse, SVP, Head, North American Specialty Investments, AGF Management Ltd. As we discussed in the first…
US 2020 Election Investment Pulse: Neutral to Positive for Municipals
by Jennifer Johnston, Franklin Templeton Investments Here are some highlights from their conversation: “While increases in federal…
