Section
Credit
294 posts
Long the Strong
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman The prolonged adjustment to higher…
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...
A Consumer Credit Cycle Has Begun
by Stephen Vanelli, CFA, Knowledge Leaders Capital With government stimulus over, accumulated savings starting to become depleted, rents…
Under Pressure? High Yield Can Hold Up (Your Income Portfolio)
by Scott DiMaggio, CFA, Co-Head—Fixed Income; Director—Global Fixed Income Gershon M. Distenfeld, CFA, Co-Head—Fixed Income; Director—Credit Matthew Sheridan,…
The Art of Being Early in Go-Anywhere Fixed Income Investing
Tristan Sones and Tom Nakamura, Co-Heads of Fixed Income at AGF Investments discuss their outlook on fixed income, and their key strategic and tactical investment ideas for today's uncertain economic climate.
Schwab Market Perspective: Half Full?
by Liz Ann Sonders, Chief Investment Strategist, Jeffrey Kleintop, Kathy Jones and Kevin Gordon, Charles Schwab & Company…
JPM Kolanovic: Reducing our credit allocation
by Marko Kolanovic, Chief Global Investment Strategist, J.P. Morgan Copyright © J.P. Morgan - Global Markets Strategy
Torsten Slock, Apollo – Credit Market Outlook: High rates and slowing economy creating opportunities for credit investors
by Torsten Slock, PhD, Chief Economist, Apollo Global Management Copyright © Apollo Global Management
Fund Insight: Explore AGF’s ‘Go-Anywhere’ Fund
by Tristan Sones & Tom Nakamura, Co-Heads of Fixed Income, AGF Investments Diversification of Fixed Income Asset Classes…
What investors need to know about a U.S. recession, China’s recovery, and eurozone inflation
by Kristina Hooper, Chief Global Market Strategist, Invesco Key takeaways U.S. recession? Data suggests the U.S. economy is…
Defaults accelerating: Beware the coming credit crunch
by Michael Contopoulos, Director of Fixed Income, Richard Bernstein Advisors A quick PSA from RBA: Beware of the…
Why U.S. investment grade is attractive — and defensive
by Matt Brill, Head of North American Investment Grade, & Todd Schomberg, Senior Portfolio Manager, Invesco Key takeaways…
DoubleLine's Jeffrey Sherman: Tight Credit, Sticky Inflation, Bad Breadth... What Else?
Listen on The Move In this episode we get into an insight-filled conversation about the current state…
Will Banking Sector Issues Affect Corporate Bonds?
by Collin Martin, Fixed Income, Charles Schwab and Company Ltd. Corporate bond investors may be wondering if banking…
New Data Shows Fed Worried about a Credit Crunch Weeks Ago
by Brian Clark, Knowledge Leaders Capital The Fed’s concern about U.S. banks dominated last month’s FOMC meeting. According…
As Credit Goes, So Goes the Economy
by Joseph V. Amato, President and Chief Investment Officer—Equities, Jonathan Bailey, Head of ESG Investing, Neuberger Berman Credit…
