Section
Debt Market
31 posts
Midyear Fixed Income, Currency, and Commodity Markets Outlook: Higher for Longer
LPL Research provides its midyear bond and commodity market outlook on interest rates, Federal Reserve rate cuts, gold, the U.S. dollar, and much more.
July 28, 2025
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...
A Smarter Way to Earn High-Quality Income: Why BMO GAM Thinks ZAAA Could Be a Portfolio Game-Changer
CLOs—Collateralized Loan Obligations—have been a go-to strategy in the institutional fixed income world for years. But if you're…
July 13, 2025
When the Market Outgrows Its Index: Why the Agg Is No Longer Enough
“Nearly half of the opportunities available in fixed income aren’t represented in the Agg.” That’s not just a…
June 26, 2025
Is The U.S. Still Exceptional?
by Carl Tannenbaum, Chief Economist, Northern Trust The strengths of the U.S. economy are likely to endure. The…
June 2, 2025
Market Ethos: Debt Sustainability
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments In late 2009, Greece came to market to…
May 26, 2025
Drew O'Neil: Relative value metrics
by Drew O'Neil, Fixed Income, Raymond James Drew O’Neil discusses fixed income market conditions and offers insight for…
March 20, 2025
Credit Spreads: The Markets Early Warning Indicators
by Lance Roberts, RIA Credit spreads are critical to understanding market sentiment and predicting potential stock market downturns.…
November 27, 2024
U.S. public debt: Where is the breaking point?
by Tryggvi Gudmundsson, Economist & Jayme Colosimo, Investment Director, Capital Group The sustainability of U.S. public debt has…
November 21, 2024
Hugh Hendry: The Growing China problem?
Hugh Hendry joined us for over an hour earlier this year in what was an amazing conversation about…
January 18, 2024
From Anomaly to Opportunity: High Yields on Short Bonds
by Gershon Distenfeld, CFA, Will Smith, CFA, & Robert Schwartz, AllianceBernstein Stock and bond markets were shaken by…
March 27, 2023
Risks in China are growing, but manageable
by Alex Cousley, Russell Investments 2021 has been quite an eventful year in China, marked by the 100th…
November 22, 2021
Barry Allan: Reaching for Yield in the Worst Risk/Reward Period Ever?
Barry Allan has been a portfolio manager in and around the fixed income complex in Canada for 38…
January 7, 2021
Barry Allan: The Current State of Fixed Income
Barry Allan has returned to the credit and fixed income management fray. In the midst of what looks…
January 5, 2021
Macro View: The Rescues are Ruining Capitalism
by Lance Roberts, RIA I want to discuss a recent WallStreet Journal article by Ruchir Sharma entitled “The…
November 6, 2020
Coronavirus: Riskier Fixed Income Prices Swoon
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research Key Points Concerns that the spread…
March 6, 2020