Section
Credit Markets
577 posts
Corporate Hybrids Come of Age
by Julian Marks, CFA, Senior Portfolio Manager, Neuberger Berman We believe the nearly €200 billion corporate hybrid market…
US 2020 Election Investment Pulse: Positive for Europe
by Katrina S. Dudley, CFA, Franklin Templeton Investments Here are a few highlights from the conversation today: “I…
Macro View: The Rescues are Ruining Capitalism
by Lance Roberts, RIA I want to discuss a recent WallStreet Journal article by Ruchir Sharma entitled “The…
In the Eye of the Storm
by Scott Minerd, Global CIO, Guggenheim Partners Everybody is familiar with the phenomenon of the eye of the…
Neel Kashkari Is The Definition Of “Moral Hazard”
by Lance Roberts, RIA Neel Kashkari, in a recent CNBC interview, said, “I don’t see any moral hazard…
Flexibility and Fundamentals
by David M. Brown, CFA, Co-Head of Global Investment Grade Fixed Income, Adam Grotzinger, CFA, Senior Portfolio Manager,…
Emerging-Market Debt: Opportunity in a Volatile Environment
by Shamaila Khan, AllianceBernstein Emerging-market debt (EMD) has rebounded sharply off March lows as investor fears of a…
Market Perspective: Turning to Earnings Season
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Charles Schwab & Company With economic momentum having slowed, investors…
Will US Sanctions Disrupt China’s Credit Market?
by Hua Cheng, Mo Ji, and Elizabeth Bakarich, AllianceBernstein Escalating trade tensions between the US and China could…
Why European Fixed Income Has Become More Attractive
by Flavio Carpenzano, AllianceBernstein Despite the impact of COVID-19, euro fixed-income markets offer active investors attractive opportunities and…
High-Yield Bonds: Higher Income Potential, But Default Risk is Elevated
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Key Points High-yield bonds offer some…
The 2020 US Election: How Tax Policy May Impact Municipal Bonds
by Daryl Clements, AllianceBernstein What will a Trump or Biden win mean for municipal bonds? From taxes to…
Podcast: Work, Life and Investing: How the Pandemic Is Shaping the Future
by Sonal Desai, Ph.D., David Gilbert, and Scott Glasser, Franklin Templeton Investments As economies reopen from COVID-19 lockdowns,…
Podcast: Work, Life and Investing: How the Pandemic Is Shaping the Future
by Sonal Desai, Ph.D., Franklin Templeton Investments Check out our latest “Talking Markets” podcast for a discussion hosted…
Rethinking the Preference for Preferred Shares
by Andy Kochar, AGF Management Ltd. Preferred shares have long been a go-to for Canadian investors seeking yield,…
