Section
Credit
286 posts
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…
Mike Green: The Fed Overreacted to 2022's Inflation Pulse. Now what?
Simplify Asset Management's Chief Strategist, Michael Green, a prolific researcher and writer, with a huge and popular…
50/30/20 is the New 60/40
In today's investment climate, investors are facing significant challenges amid a volatile and uncertain economic environment. The 60-40…
A unique opportunity with deeply discounted corporate bonds
by Drew O'Neil, Fixed Income Strategist, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight…
The More Things Change
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Has recent strong data changed the fundamental economic and…
Central Banks vs. Financial Conditions
by Carl Tannenbaum, Executive Vice President, Chief Economist, Northern Trust Markets are no longer shocked by central bank…
Corporate Credit Outlook 2023: Sound Fundamentals, High Yields Fueling Momentum
by Robert Hopper, Vivek Bommi, Susan Hutman, Will Smith, AllianceBernstein Persistent inflation and prospects for a global economic…
Schwab's 2023 Long-Term Capital Market Expectations
by Eva A. Xu & Seth McMoore, Charles Schwab & Company Ltd. Our current 10-year outlook highlights better…
The Asset Allocation Facts Have Changed
by Niall O’Sullivan, Chief Investment Officer, Multi Asset Strategies – EMEA, Neuberger Berman Why we think this year’s…
