Section
Credit
294 posts
10 Investment Themes for 2022
by Jody Jonsson, and Martin Romo, Capital Group Investors are facing a market in transition. For years it’s…
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...
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…
Are Central Banks Risking Their Independence?
by Brad Tank, Chief Investment Officer—Fixed 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 Today’s market environment taps into bond investors’…
Howard Marks: 2020 in Review
by Howard Marks, Chairman, Oaktree Capital March 18, 2021 The opening lines of Charles Dickens’s A Tale of…
Recoveries Are Rarely Straight Lines
by Erik L. Knutzen, CFA, CAIA, Chief Investment Officer—Multi-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…
Corporate Bond Market: Is a “Zombie” Apocalypse Coming?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research What’s a “zombie company”? You may…
Neuberger Berman: Early-Cycle Conditions Still Support Credit
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Why the run-up in rates has troubled equity markets…
Jeremy Grantham: Waiting for the Last Dance
The Hazards of Asset Allocation in a Late-stage Major Bubble by Jeremy Grantham, GMO Executive Summary The long,…
