Section
Credit
288 posts
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…
Securitized credit can be an important diversifier in bond portfolios
by Xavier Goss, Portfolio Manager, Capital Group As the risk of recession looms large over financial markets, how…
Picton Mahoney Q3 2022 Investment Review & Outlook: Inflation looks set to fall, the economy is likely to waiver, but stocks may rally
by David Picton and Team, Picton Mahoney Asset Management Copyright © Picton Mahoney Asset Management
BofA Flow Show: "Back in Credit"
by Michael Hartnett, Chief Equity Strategist, Bank of America Securities Research Copyright © BofA Securities Research
The Lessons of Value Investing for Credit Investors
by Andy Kochar, Vice-President, Portfolio Manager and Head of Global Credit, AGF Investments LLC It may be too…
Big Picture: What the “Smart Money” Says About Private Credit
by the Editor's Desk Canadian institutional investors are turning to private credit as one of several potential ways…
Picton Mahoney Q2 2022 Investment Review & Outlook: Headwinds Abound, Building a Wall of Worry
OVERVIEW The headwinds that we discussed last quarter continue to pressure risk assets, but with even more force…
Bear Traps Report: De-Globalization is Inflationary
Copyright © Larry McDonald, Bear Traps Report
10 Investment Themes for 2022
by Jody Jonsson, and Martin Romo, Capital Group Investors are facing a market in transition. For years it’s…
Bond market outlook: Seek balance amid mixed signals
by Ritchie Tuazon, Damien McCann, & Courtney Wolf, Fixed Income Portfolio Managers, Capital Group The U.S. economy has…
Tremors in Credit and Currency Markets
by Ashok Bhatia, CFA, Deputy Chief Investment Officer—Fixed Income, Neuberger Berman November’s modest uptick in volatility, driven by…
Breaking Bonds
by Jeff Rosenberg, Sr. Portfolio Manager, Systematic Fixed Income, Blackrock The bonds that held market expectations and central…
The Preferred Option
by David Lyon, Co-Head of Private Credit, Neuberger Berman How tailored solutions deploying preferred stock can help private…
Occam’s Razor:The Bond Market Says Growth Has Slowed, Inflation Is Peaking and Credit Conditions Are Steady
by Hubert Marleau, Market Economist, Palos Management In bull markets for stocks, things about which investors should worry…
