Section
Credit
294 posts
Prepare for the Era of Recrimination
The unintended consequences and moral hazard of insufficient and misdirected policies. by Scott Minerd, Global CIO, Guggenheim Partners…
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 Great Bear Bounce
by Craig Basinger, Chris Kerlow, Derek Benedet, An Nguyen, Joey Mack, Alexander Tjiang, Richardson GMP Summary I. Market…
Fixed-Income 2020: The Year of the Sequoia (Call Notes and Replay, April 30, 2020)
by Bill Housey, Senior Portfolio Manager, First Trust Portfolios Summary notes and conference call replay for “Fixed-Income 2020:…
Corporate Debt: Defaults, Downgrades and Fallen Angels
by Susan Hutman, Director, Investment Grade Corporate, and Robert Hopper, Director, High Yield, AllianceBernstein The coronavirus pandemic continues…
PODCAST: A Different World: Expect Significant Changes Following the Coronavirus Crisis
by Michael Hasenstab, Ph.D., Franklin Templeton Investments Listen to our latest “Talking Markets” podcast. A transcript follows. …
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week global equities were weaker overall on…
Opus Virus: Destruction-to-Restoration-to-Reformation.
by Hubert Marleau, Market Economist, Palos Management What Happened In the Market Last Week: Everybody should know by…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week global equities were weaker overall on…
Crisis Dashboard: Big Data Helps Paint the Big Picture
by Jonathan Berkow, AllianceBernstein Our crisis dashboard includes signals from three areas: 1) public health, 2) the consumer…
What Happens When a Corporate Bond Issuer Defaults?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Key Points Corporate defaults are likely…
Here’s Why 2/3rds of US Oil & Gas Companies May not Exist a Year from Now
by Bryce Coward, CFA, Knowledge Leaders Capital Energy companies are facing a life or death moment in 2020…
Waiting for the Coronavirus Peak
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Charles Schwab and Company The COVID-19 pandemic has severely affected…
As earnings season looms, portfolio managers look for long-term opportunity
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada Earnings season is heating up in earnest, giving…
Fed Actions May Stabilize Global Corporate Markets
by Erin Bigley, AllianceBernstein Under the Coronavirus Aid, Relief, and Economic Security (CARES) Act, the US Federal Reserve…
Uncharted Waters
Economic activity is expected to recover in the second half of the year, but the shocks in some…
