Section
Credit
297 posts
How to Balance Your Bond Portfolio in 2020
by Matthew Sheridan, AllianceBernstein The era of low yields and the investment challenges they bring isn’t likely to…
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...
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 ‘See Results’ from 2019’s Insurance Rate Cuts ‘Countdown’…
After 20-Years Of Trading, You Learn You Know Nothing
You ever notice— 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 we’ve been talking about the distinct possibility of a period of foreign equity…
2020: The Futility Of Predictions & Understanding The Risk
“Predictions Are Difficult…Especially When They Are About The Future” – Niels Bohr We can’t 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…
Credit Market Outlook: 4 Key Risks in 2020
Corporate bond investors should move up in credit quality in 2020. After such a strong 2019, it’s unlikely…
2020 Outlook: An optimistic view of capital markets
by Kristina Hooper, Global Market Strategist, Invesco Ltd., Invesco Canada Welcome to December – just one more month…
9 things that are NOT likely to happen in 2020
by Krishna Memani, Vice Chairman of Investments, Invesco So, by now, I hope you have had your fill…
ESG in credit markets – what’s material?
by Andre Bertolotti, Blackrock Andre Bertolotti and Jaime Maihuire Irigoyen from BlackRock Sustainable Investing share a first-of-a-kind “materiality…
