Section
Credit
294 posts
When Risk-Free is Risky, Asia May Provide a Bright Spot for Fixed Income Investors
For global fixed income investors, diversification is key. In our latest Q&A, Portfolio Manager Teresa Kong, CFA, discusses…
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...
Hubert Marleau: "Damned If I Do and Damned If I Don't"
by Hubert Marleau, Market Economist, Palos Management The S&P 500 dipped 0.7% to 3558 this week even though…
2021 Credit Outlook: Smoother Road Ahead
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Key Points Investment-grade corporate bonds: Consider…
Stay Flexible in Credit
by Brad Tank, Chief Investment OfficerâFixed Income, Neuberger Berman We still think credit is attractive for 2021, but…
Q4 2020 Fixed Income Survey: With the dust settling, is demand for riskier assets heating up?
by In this latest survey, 64 leading bond and currency managers considered valuations, expectations and outlooks for the…
US 2020 Election Investment Pulse: Why Fixed Income Now
by Douglas Hulsey, Franklin Templeton Investments âThe announcement of these vaccines has been tremendously supportive of the capital…
Can Multi-Asset Investors Find Lasting Recovery in Emerging Markets?
by Morgan Harting, AllianceBernstein Emerging-market (EM) asset returns substantially lagged their developed-market (DM) counterparts over the last decade.…
How Bad Could This Cyclical Bear Be?
by David Stonehouse, SVP, Head, North American Specialty Investments, AGF Management Ltd. As we discussed in the first…
US 2020 Election Investment Pulse: Neutral to Positive for Municipals
by Jennifer Johnston, Franklin Templeton Investments ï»żï»ż Here are some highlights from their conversation: âWhile increases in federal…
US 2020 Election Investment Pulse: Positive for Europe
by Katrina S. Dudley, CFA, Franklin Templeton Investments Here are a few highlights from the conversation today: âI…
Macro View: The Rescues are Ruining Capitalism
by Lance Roberts, RIA I want to discuss a recent WallStreet Journal article by Ruchir Sharma entitled âThe…
The Priority Pyramid
by Ashok Bhatia, CFA, Deputy Chief Investment OfficerâFixed Income, Neuberger Berman Tuesday's election mattersâbut it is the top…
In the Eye of the Storm
by Scott Minerd, Global CIO, Guggenheim Partners Everybody is familiar with the phenomenon of the eye of the…
Neel Kashkari Is The Definition Of âMoral Hazardâ
by Lance Roberts, RIA Neel Kashkari, in a recent CNBC interview, said, âI donât see any moral hazard…
Flexibility and Fundamentals
by David M. Brown, CFA, Co-Head of Global Investment Grade Fixed Income, Adam Grotzinger, CFA, Senior Portfolio Manager,…
