Section
Credit
297 posts
Big Picture: What the âSmart Moneyâ Says About Private Credit
by the Editor's Desk Canadian institutional investors are turning to private credit as one of several potential ways…
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...
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 Š 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 itâs…
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 OfficerâFixed Income, Neuberger Berman Novemberâs 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…
Occamâs 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…
Are Central Banks Risking Their Independence?
by Brad Tank, Chief Investment OfficerâFixed Income, Neuberger Berman Monetary policy institutions may be straining their credibility, which…
Three Strategies for Navigating Turbulent Bond Markets
by Scott Dimaggio and Gershon Distenfeld, Co-Heads of Fixed Income, AllianceBernstein Todayâs market environment taps into bond investorsâ…
Howard Marks: 2020 in Review
by Howard Marks, Chairman, Oaktree Capital March 18, 2021 The opening lines of Charles Dickensâs A Tale of…
Recoveries Are Rarely Straight Lines
by Erik L. Knutzen, CFA, CAIA, Chief Investment OfficerâMulti-Asset Class, Neuberger Berman We believe more volatility is likely,…
As Duration Dies, Equities Rise
by Jim Masturzo, Research Affiliates Key Points The equity risk premium, a comparison of equity and bond yields…
Tactical asset allocation update: February 2021
by Alessio De Longis, Invesco Canada Macro update We expect the global cycle to move into an expansionary…
