Section
Credit
286 posts
Oops! They QEâd 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…
How to Balance Your Bond Portfolio in 2020
by Matthew Sheridan, AllianceBernstein The era of low yields and the investment challenges they bring isnât likely to…
Reports of Value's Death May Be Greatly Exaggerated
by Rob Arnott, Campbell Harvey, Vitali Kalesnik, Juhani Linnainmaa, Research Affiliates An investment style can suffer a period…
Newfound Research's 2019 Investor Letter
by Corey Hoffstein, Newfound Research This post is available as a PDF download here. Dear Investor, In…
Byron Wien and Joe Zidle's 10 Surprises for 2020
by Byron Wien, Vice Chairman, and Joe Zidle, Chief Investment Strategist, Private Wealth Solutions, Blackstone Byron R. Wien, Vice…
Larry Adam: Fed Will See Their Efforts Bear Fruit
by Larry Adam, CIO, Raymond James Key Takeaways Fed Will âSee Resultsâ from 2019âs Insurance Rate Cuts âCountdownâ…
After 20-Years Of Trading, You Learn You Know Nothing
You ever noticeâ That some memories tend to be stronger than others? What sort of things do you…
10 Themes That Will Affect Your 2020 Investing
by Larry Adam, CIO, Raymond James View the full article and additional 2020 financial insights in the Investment…
Incoming Data Continues to Point to Foreign Equity Outperformance
For the last several months weâve been talking about the distinct possibility of a period of foreign equity…
2020: The Futility Of Predictions & Understanding The Risk
âPredictions Are DifficultâŚEspecially When They Are About The Futureâ â Niels Bohr We canât predict the future. If we…
In 2020, the critical number to know is 1.8
by Rick Rieder, Blackrock In the season of proliferating 2020 outlooks, and in an age of one-word answers…
Allocation Views: 2020 Appears Tilted to the Downside
by Edward D. Perks, CFA, Franklin Templeton Investments Thoughts for 2020 and Beyond Financial markets spent most of…
