Section
Credit
294 posts
Why Today’s Inverted Yield Curve Isn’t Necessarily a Recession Warning
by Erin Bigley, AllianceBernstein The most closely watched part of the US yield curve inverted this week for…
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...
Jurrien Timmer: Why the bull could still have legs
Rebounding corporate earnings and Fed rate cuts could extend the economic expansion. by Jurrien Timmer, Director of Global…
Midyear Municipal Outlook: Stay Flexible Late in the Cycle
by Daryl Clements, AllianceBernstein Municipal bonds have had a good run since the beginning of the year, but…
Midyear Bond Outlook: Making Sense of Conflicting Signals
by Douglas J. Peebles, AllianceBernstein The first half of 2019 was kind to financial markets. Will the good…
The importance of income today (and our bond market views)
by Scott Thiel, Blackrock We see income, or carry, as the key driver of bond market returns in…
"The fix is in"
by Craig Basinger, Chris Kerlow, Derek Benedet, Alexander Tjiang, Gerald Cheng, RichardsonGMP Sports betters and casino gamblers alike…
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…
