Section
Credit Markets
578 posts
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,…
Newton, Physics & The Market Bubble
by Lance Roberts, RIA I have previously discussed the importance of understanding how âphysicsâ plays a crucial role…
ESG in fixed income: From niche to mainstream
by Robert Neilson, Invesco Canada The Invesco 2020 Global Fixed Income Study provides hard evidence that a sea…
Notes from the Trading Desk â Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week was more interesting for global markets…
Why Own Bonds When Yields Are So Low?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Key Points Investors should still consider…
Ep. 52 Candice Bangsund, Fiera Capital
Candice Bangsund, Vice-President, Portfolio Manager of Global Asset Allocation at Fiera Capital joins us for a wide…
The Ludicrous Deviation Between Bond Spreads and Reality
by Michael Lebowitz, CFA, and Jack Scott, CFA, 720 Global Research The Ludicrous Deviation Between Bond Spreads and…
Winter is coming for the static 60/40
by Craig Basinger, Derek Benedet, Chris Kerlow, Alexander Tjiang, Brett Gustafson, Richardson GMP Investing is not easy and…
Killer BBBs, Where Is Thy Sting?
by Brad Tank, Chief Investment OfficerâFixed Income, Neuberger Berman While some credit investors have been running scared, weâve…
Why Soros Just Called The Market A Bubble
by Lance Roberts, RIA In a previous post âMarket Bubbles,â I touched on George Sorosâ âtheory of reflexivity.â…
Lessons from the Fed's Past
by Jurrien Timmer, Director of Global Macro, Fidelity Investments Key takeaways The Fed and other central banks have…
Economies may be more fragile than they seem
by Eric Knutzen, CIO, Multi-Asset Class, Neuberger Berman The acclaimed drama reminds us of the possibility of the…
Is there a mega-cap bubble in stocks?
Is a 90s-style bubble forming in mega-caps? Jurrien Timmer looks at the evidence. by Jurrien Timmer, Director of…
PODCAST: Emerging Divergences in Economies and Financial Markets
by Edward D. Perks, CFA, Franklin Templeton Investments Listen to our latest âTalking Marketsâ podcast. A transcript follows.…
3Q:2020 Capital Markets Outlook Broadcast
by Richard Brink, AllianceBernstein Transcript: Hello, everyone, and welcome. Now, all of us have seen the strength and…
