Section
Credit
297 posts
Will Coronavirus Have a Lasting Impact?
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Charles Schwab and Company The coronavirus outbreak in China unnerved…
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...
New Year, New Risks
by Research Team, PIMCO In the World As some risks that fueled uncertainty last year faded ā chiefly…
5 wild cards for bonds in 2020
Investment returns will likely come down to a few big, unpredictable issues this year. We look at how…
The power of carry
by Jan Dehn, Ashmore Investment Management Quantitative Easing (QE) policies in developed countries triggered a flight from yield…
Bond Market Outlook: Coronavirus Changes the Picture
by Kathy Jones, Senior Vice President, Chief Fixed Income Strategist, Schwab Center for Financial Research John Maynard Keynes…
The Late Cycle: The Fed Balance Sheet
by Scott DiMaggio, AllianceBernstein: This is the first in a series on bond investing late in the cycle.…
Markets catch a cold
by Craig Basinger, Chris Kerlow, Derek Benedet, Alexander Tjiang, Richardson GMP Summary I. Market recap ā Good start…
Be Ready to Buy the High-Yield Dip, Not Sell the Rally
by Andy Kochar, AGF Management Ltd. The U.S. high-yield credit market may be due for a pullback after…
Yes, Rates Are Still Going to Zero
by Lance Roberts, Clarity Financial āIf the U.S.Ā economy entered aĀ recessionĀ soon and interestĀ ratesĀ fell in line with levels seen during…
Municipal Bonds: Four Ways to Stay Flexible in 2020
by Daryl Clements, AllianceBernstein The outlook for the muni market is favorable for 2020, but investors should be…
8 key investment themes for 2020
by Rick Rieder, Managing Director, Chief Investment Officer, Global Fixed Income, Blackrock Rick Rieder, Russ Brownback and Trevor…
Oops! They QEād Again
by Sonal Desai, Ph.D., Franklin Templeton Investments The Federal Reserve (Fed) has expanded its balance sheet by about…
Global Central Banks Fueling a Ponzi Market
Ultimately, investors will awaken to the rising tide of defaults and downgrades. by Scott Minerd, Global CIO, Guggenheim…
Our Emerging-Market Debt Outlook: Dipping into 2020
by Shamaila Khan, AllianceBernstein In a banner year for capital markets, emerging-market debt (EMD) posted healthy double-digit returns.…
Allocation Views: Taking a Nimble Approach to 2020
by Edward D. Perks, CFA, Franklin Templeton Investments Stabilisation Amid Heightened Uncertainties The new year started with a…
