Section
Credit
297 posts
In the Eye of the Storm
by Scott Minerd, Global CIO, Guggenheim Partners Everybody is familiar with the phenomenon of the eye of the…
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...
Neel Kashkari Is The Definition Of “Moral Hazard”
by Lance Roberts, RIA Neel Kashkari, in a recent CNBC interview, said, “I don’t 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,…
Emerging-Market Debt: Opportunity in a Volatile Environment
by Shamaila Khan, AllianceBernstein Emerging-market debt (EMD) has rebounded sharply off March lows as investor fears of a…
Market Perspective: Turning to Earnings Season
by Liz Ann Sonders, Jeffrey Kleintop, Kathy Jones, Charles Schwab & Company With economic momentum having slowed, investors…
Will US Sanctions Disrupt China’s Credit Market?
by Hua Cheng, Mo Ji, and Elizabeth Bakarich, AllianceBernstein Escalating trade tensions between the US and China could…
Why European Fixed Income Has Become More Attractive
by Flavio Carpenzano, AllianceBernstein Despite the impact of COVID-19, euro fixed-income markets offer active investors attractive opportunities and…
High-Yield Bonds: Higher Income Potential, But Default Risk is Elevated
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Key Points High-yield bonds offer some…
The 2020 US Election: How Tax Policy May Impact Municipal Bonds
by Daryl Clements, AllianceBernstein What will a Trump or Biden win mean for municipal bonds? From taxes to…
Podcast: Work, Life and Investing: How the Pandemic Is Shaping the Future
by Sonal Desai, Ph.D., David Gilbert, and Scott Glasser, Franklin Templeton Investments As economies reopen from COVID-19 lockdowns,…
Podcast: Work, Life and Investing: How the Pandemic Is Shaping the Future
by Sonal Desai, Ph.D., Franklin Templeton Investments Check out our latest “Talking Markets” podcast for a discussion hosted…
Rethinking the Preference for Preferred Shares
by Andy Kochar, AGF Management Ltd. Preferred shares have long been a go-to for Canadian investors seeking yield,…
Newton, Physics & The Market Bubble
by Lance Roberts, RIA I have previously discussed the importance of understanding how “physics” plays a crucial role…
ESG in fixed income: From niche to mainstream
by Robert Neilson, Invesco Canada The Invesco 2020 Global Fixed Income Study provides hard evidence that a sea…
Notes from the Trading Desk – Europe
by Franklin Templeton Investments blog, Franklin Templeton Investments The Digest Last week was more interesting for global markets…
