Section
Credit
302 posts
Iran war: What’s driving market sentiment?
by Brian Levitt, Chief Global Market Strategist and Head of Strategy & Insights, Invesco Key takeaways Many assumed…
Don't take all the credit
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Prior to the conflict in…
Ducks on the water: beneath the surface, market speculation runs deep
by Jeffrey Rosenberg, Senior Portfolio Manager, Systematic Fixed Income, BlackRock Key points: Before the decline over the past…
Howard Marks: Cockroaches in the Coal Mine
by Howard Marks, Co-Chairman, Oaktree Capital Management Pardon the mixed metaphor, but I couldn’t resist. Jamie Dimon, Chairman…
Credit Jitters Seem Overblown, But Fed Cut Nears
by Professor Jeremy J. Siegel, Senior Economist to WisdomTree and Emeritus Professor of Finance at The Wharton School of…
The Case for Core International Equity Exposure
Michael Greenberg, Head of Americas Portfolio Management at Franklin Templeton explains why international equities are no longer a tactical side bet, but a structural core allocation—and how disciplined portfolio construction is becoming the real source of durability
Private Investments Come of Age: Opportunity & Balance Unlocked
Listen on The Move Private markets aren’t just the playground of institutions and the ultra-wealthy anymore. In…
When the Market Outgrows Its Index: Why the Agg Is No Longer Enough
“Nearly half of the opportunities available in fixed income aren’t represented in the Agg.” That’s not just a…
“We’ll Know It When We Hit a Tree”: Gundlach’s Warning on Fed Paralysis & the End of U.S. Exceptionalism
Above All, Do No Harm — Or Do Nothing? Federal Reserve Chair Jerome Powell, during his latest post-FOMC…
Drew O'Neil: Relative value metrics
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
Credit Spreads: Recession Indicator or Market Correction?
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Kent Cullinane, Analyst, Research.…
When the dust won’t settle
by Sonal Desai, Ph.D., Chief Investment Officer, and Team, Franklin Templeton Fixed Income Franklin Templeton Fixed Income economists…
How Tariffs Impact Credit Markets
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Additional content provided by Colby Hesson, Analyst, Research.…
Will History Rhyme? Fixed Income Themes During the First Trump Administration
by Lawrence Gillum, CFA, Chief Fixed Income Strategist, LPL Research Early in the second Trump administration, tariff threats…
Just How “Rich” Is U.S. Credit
by Kevin Flanagan, Head, Fixed Income, WisdomTree Key Takeaways Investment-grade (IG) and high-yield (HY) spreads, at +80 basis…
Yields and Credit Quality Make High Yield Bonds Attractive for 2025
We expect high yield bond issuers to maintain healthy balance sheets and defaults to remain low. by Eric…