Browsing Category
Credit
264 posts
Mike Green: The Fed Overreacted to 2022's Inflation Pulse. Now what?
Simplify Asset Management's Chief Strategist, Michael Green, a prolific researcher and writer, with a huge and popular…
February 27, 2023
50/30/20 is the New 60/40
In today's investment climate, investors are facing significant challenges amid a volatile and uncertain economic environment. The 60-40…
February 24, 2023
A unique opportunity with deeply discounted corporate bonds
by Drew O'Neil, Fixed Income Strategist, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight…
February 15, 2023
The More Things Change
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Has recent strong data changed the fundamental economic and…
February 13, 2023
Central Banks vs. Financial Conditions
by Carl Tannenbaum, Executive Vice President, Chief Economist, Northern Trust Markets are no longer shocked by central bank…
February 8, 2023
Corporate Credit Outlook 2023: Sound Fundamentals, High Yields Fueling Momentum
by Robert Hopper, Vivek Bommi, Susan Hutman, Will Smith, AllianceBernstein Persistent inflation and prospects for a global economic…
January 19, 2023
Schwab's 2023 Long-Term Capital Market Expectations
by Eva A. Xu & Seth McMoore, Charles Schwab & Company Ltd. Our current 10-year outlook highlights better…
January 3, 2023
The Asset Allocation Facts Have Changed
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman Why we think this year’s…
November 27, 2022
Securitized credit can be an important diversifier in bond portfolios
by Xavier Goss, Portfolio Manager, Capital Group As the risk of recession looms large over financial markets, how…
November 10, 2022
Picton Mahoney Q3 2022 Investment Review & Outlook: Inflation looks set to fall, the economy is likely to waiver, but stocks may rally
by David Picton and Team, Picton Mahoney Asset Management Copyright © Picton Mahoney Asset Management
August 17, 2022
BofA Flow Show: "Back in Credit"
by Michael Hartnett, Chief Equity Strategist, Bank of America Securities Research Copyright © BofA Securities Research
August 14, 2022
The Lessons of Value Investing for Credit Investors
by Andy Kochar, Vice-President, Portfolio Manager and Head of Global Credit, AGF Investments LLC It may be too…
July 12, 2022
Big Picture: What the “Smart Money” Says About Private Credit
by the Editor's Desk Canadian institutional investors are turning to private credit as one of several potential ways…
July 11, 2022
Picton Mahoney Q2 2022 Investment Review & Outlook: Headwinds Abound, Building a Wall of Worry
OVERVIEW The headwinds that we discussed last quarter continue to pressure risk assets, but with even more force…
April 27, 2022
Bear Traps Report: De-Globalization is Inflationary
Copyright © Larry McDonald, Bear Traps Report
March 18, 2022