Section
Credit
286 posts
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…
Investors would do well to prepare for greater dispersion
by Rick Rieder, Blackrock Rick Rieder and Russ Brownback argue that – in contrast to the past decade…
Can stocks still grind higher? And 2 more questions for Q4
by Tony DeSpirito, Blackrock It’s been a largely solid run for U.S. stocks in 2019. With the year…
Q3 2019 Equity Manager Report: Are growth concerns growing?
by Gabriel Sauma, Russell Investments Has growth reached a tipping point? According to our latest Equity Manager Report,…
Q4 market update: Late cycle and lower rates
Can interest rate cuts by central banks restart global growth despite trade tensions? by Dirk Hofschire, CFA, SVP;…
Quarterly Review: All We Have To Fear...
Global equities squeaked out a return in the quarter, but it was a bumpy ride for investors worried…
Five more years for this cycle, redux
by Krishna Memani, Vice Chairman of Investments, Invesco Coming into 2019, I had asserted that while growth was…
Larry Adam: The Current Investing Outlook à la “Wizard of Oz”
by Larry Adam, Chief Investment Strategist, Raymond James On the 80th anniversary of the iconic movie’s release, CIO…
Will Municipal Bonds Continue to Deliver? An Investor Q&A
by Daryl Clements, AllianceBernstein Year to date, the municipal market has posted exceptionally strong returns of more than…
Making the grade: How risky are BBB bonds?
by Karen Schenone, CFA, Blackrock Economic uncertainty has increased investor focus on the possibility of BBB-rated bonds being…
Who Could Have Known: What The Repo Fiasco Entails
by Michael Lebowitz, CFA, and Jack Scott, CFA, 720 Global Research Imagine approaching a friend that you think…
Saut Strategy: Principles learned from T. Boone Pickens – Charts of the Week 9/25/19
by Andrew Adams CFA, CMT, Saut Strategy LLC Charts of the Week As mentioned in Jeff Saut’s report…
