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Credit
282 posts
Breadth and Balance
by Erik L. Knutzen, CFA, CAIA, Chief Investment OfficerâMulti-Asset Class, Multi Asset Strategies â EMEA, Neuberger Berman The…
April 15, 2024
A Structural Alpha Opportunity
by Ben Nabet and Joe Auth, GMO LLC Why Ratings Donât Tell the Full Story in Securitized Credit…
February 14, 2024
Macro Outlook: Rates and Profits Critical to the Path Forward
by Craig Burelle, Global Macro Strategist, Credit, Loomis Sayles Editorâs Note: Every year, Loomis Sayles features sector outlooks…
January 3, 2024
Long the Strong
by Niall OâSullivan, Chief Investment Officer, Multi Asset Strategies â EMEA, Neuberger Berman The prolonged adjustment to higher…
October 1, 2023
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
September 13, 2023
Under Pressure? High Yield Can Hold Up (Your Income Portfolio)
by Scott DiMaggio, CFA, Co-HeadâFixed Income; DirectorâGlobal Fixed Income Gershon M. Distenfeld, CFA, Co-HeadâFixed Income; DirectorâCredit Matthew Sheridan,…
August 11, 2023
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
July 20, 2023
Schwab Market Perspective: Half Full?
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
July 16, 2023
JPM Kolanovic: Reducing our credit allocation
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan - Global Markets Strategy
July 13, 2023
Torsten Slock, Apollo â Credit Market Outlook: High rates and slowing economy creating opportunities for credit investors
by Torsten Slock, PhD, Chief Economist, Apollo Global Management Copyright © Apollo Global Management
July 13, 2023
Fund Insight: Explore AGFâs âGo-Anywhereâ Fund
by Tristan Sones & Tom Nakamura, Co-Heads of Fixed Income, AGF Investments Diversification of Fixed Income Asset Classes…
June 11, 2023
What investors need to know about a U.S. recession, Chinaâs recovery, and eurozone inflation
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways U.S. recession? Data suggests the U.S. economy is…
June 8, 2023
Defaults accelerating: Beware the coming credit crunch
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors A quick PSA from RBA: Beware of the…
June 2, 2023
Why U.S. investment grade is attractive â and defensive
by Matt Brill, Head of North American Investment Grade, & Todd Schomberg, Senior Portfolio Manager, Invesco Key takeaways…
May 18, 2023
DoubleLine's Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
Listen on The Move In this episode we get into an insight-filled conversation about the current state…
April 25, 2023