Section
Credit
288 posts
3 investing ideas for the second half
by Mike Pyle, Blackrock As the second half kicks off, we advocate taking a modestly more defensive stance…
Could This Be a Brutal Earnings Season? If So, How Should One Be Positioned?
by Steven Vanelli, CFA, Knowledge Leaders Capital Yesterday BASF, the largest chemical company in the world, announced its…
Investment Strategy: Back half looks tricky
by Craig Basinger, Chris Kerlow, Derek Benedet, Alexander Tjiang, Gerald Cheng, RichardsonGMP Summary I. Market recap – One…
Mid-year 2019 fixed income survey: Who'll act first – the Fed or markets?
by Adam Smears, Russell Investments Throughout the year, we ask leading bond and currency managers to consider valuations,…
Top 3 Strategies to Generate Income with Options
by Tony Zhang, Option Matters Options can be used to provide an additional income stream for just about…
Jeffrey Sherman: Is the bond market right?
Our in-depth conversation with Doubleline Capital's Jeffrey Sherman at the InsideETFs Canada conference, June 18-19, 2019. We discuss…
The pivot favoring emerging markets
by Russ Koesterich, CFA, Blackrock Russ explains why the suddenly easier central bank policies could be key for…
European Automakers – Trade War Woes Add Pressure on Bonds
by Robert Schwartz, Fixed Income, AllianceBernstein Trade war fears have dominated the headlines recently, but European automakers already…
Larry Adam: Will the Fed Finesse a Win or a Loss?
by Larry Adam, Chief Investment Strategist, Raymond James Congratulations to the defending World Cup champion U.S. Women’s National…
Maximize Returns and Minimize Losses in a Recession
by Jason Ayres, Option Matters Canadian investors continue to watch both domestic and global economic data closely as…
A Fed rate cut looks unlikely this year. Here's why.
by Paul Eitelman, Russell Investments Is the market-implied probability of a U.S. Federal Reserve (the Fed) rate cut…
Our take on high yield bonds
by Scott Thiel, Blackrock We see high yield bonds as a key source of income in bond portfolios,…
Why volatility could be worse
by Russ Koesterich, CFA, Blackrock Russ discusses why volatility has not been more severe, even though growth has…
Investors in Europe beware problematic politics
by Elga Bartsch, PhD, Blackrock Elga explains why politics pose the biggest risk to our base case that…
Where Next? Our Post-Recovery Outlook for Emerging-Market Debt
by Shamaila Khan, Fixed Income, AllianceBernstein Emerging-market (EM) bonds got off to a strong start after a difficult…
