Section
Credit
294 posts
EU Delivers Comprehensive Fiscal Rescue Package
byDavid Zahn, CFA, FRM, Head of European Fixed Income, Senior Vice President, Franklin Templeton Investments The European Union…
Navigating Volatility: The Case for Tactical Alpha
In today's volatile markets, alternative investments are key for diversification, resilience, and returns, but they demand expertise to navigate. Ash Lawrence, Head of AGF Capital Partners and Scott Radke, CEO and Co-CIO of New Holland Capital discuss...
The coronavirus and our long-term asset views
by Vivek Paul, FIA, Director, Senior Portfolio Strategist, Portfolio Research Group, Blackrock How has the coronavirus shock changed…
Fed to purchase corporate bonds through ETFs
by Michael Hyman, Matt Brill and Steven Thomson, Invesco Canada On March 23, the U.S. Federal Reserve (Fed)…
Fed Support Helps Stabilise MBS Market
by Paul W. Varunok, Franklin Templeton Investments Like most asset classes, mortgage-backed securities (MBS) have seen heightened volatility…
Defensive Equity with Machine Learning
by Corey Hoffstein, Newfound Research This post is available as a PDF download here. Summary Defensive equity strategies…
Did The Fed Over-React To A “Natural Disaster?”
by Lance Roberts, RIA Is it possible the Fed over-reacted to a natural disaster? There are two different…
3 reasons why value stocks may outperform soon
by Paul Eitelman, Russell Investments At Russell Investments, we believe in holding a strategic allocation to the value…
Credit Risk-Transfer Securities: Finding the Way Forward
by Janaki Rao, AllianceBernstein As fixed-income markets have started to recover following the massive selloff and liquidity crunch…
PODCAST: What’s Next for Markets as Lockdowns Lift: A Multi-Asset View
by Edward D. Perks, CFA, Franklin Templeton Investments Listen to our latest “Talking Markets” podcast to hear the…
Why Siegel Is Wrong About End Of Bond Bull Market
by Lance Roberts, RIA Wharton’s Jeremy Siegel recently declared the end to the 40-year bond bull market. “History…
Portfolio managers examine the impact of COVID-19
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada As the number of COVID-19 cases continues to…
Current opportunities in the TIPS market
by David Royal, Portfolio Manager, Multi-Sector Mutual Funds, Blackrock David Rogal and Bob Miller contend that the TIPS…
We Are All Government-Sponsored Enterprises Now
The support to corporate America during this economic shutdown risks the creation of a new moral obligation for…
Michael Greenberg: Rebalance? Yes, but where?
Michael Greenberg, Vice-President and Portfolio Manager, Franklin Templeton Multi-Asset Solutions joins us to talk about his perspective…
Canary in the Coal Mine
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman The credit market has lagged while equities have rallied—is…
