Section
High Yield
186 posts
In High Yield, Shorter May Be Smarter
The case for doing more with less just got stronger.
Yields, Leverage, and the Quality Hunt: What Markets Are Telling Investors Right Now
In one of the more instructive trading weeks of the year, the bond market delivered a lesson in…
Faster Decisions, No Compromise: Inside BMO Insurance’s SmartDecision
BMO Insurance's Katarina Nikolic, on how SmartDecision delivers market leading real-time underwriting decisions up to $5-million, which eliminates delays and uncertainty in the decision-making process.
David Rosenberg: Bubbles, Bonds, & Boomers
Listen on The Move Is the market standing on the edge of the most consequential bubble of…
What Higher Interest Rates Are Telling Insurance Investors
by Eric Winograd, & Geoff Cornell, AllianceBernstein Higher government bond yields seem to be driven by factors beyond…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
When History Rhymes, the Starting Yield Changes Everything
The recent climb in bond yields has unsettled fixed income markets and rekindled anxieties about 2022, a year…
Rates on the Rise: Apollo Chart the Risks and Opportunities Reshaping Credit
In a September 2026 research presentation, Apollo Global Management's Shobhit Gupta and Torsten Slok 1 lay out a…
Rethinking High Yield: Why Old Anchors May Be Holding Investors Back
High yield has changed. Have investors' perceptions kept up?
Rethinking Fixed Income for Today's Post-QE Market
White Paper on Structural Change in Government and Corporate Bond Markets
What is Alternative Fixed Income, and Why Does It Matter Now?
by Sandy Liang, Head of Fixed Income, Lead Portfolio Manager, Purpose Investments For decades, the fixed income playbook…
DoubleLine's Jeffrey Sherman: This Isn't a TACO Trade
As Iran targets oil infrastructure with missiles, Wall Street is still buying the dip — but DoubleLine's Jeffrey Sherman says this time, the trade that's worked every time may finally be broken.
Don't take all the credit
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Prior to the conflict in…
Diversifying for income
by Edward D. Perks, CFA, Chief Investment Officer, Franklin Income Investors Impact of interest-rate cuts In September, the…
High yield bonds: Can tight credit spreads persist?
Fixed Income Portfolio Managers Brent Olson and Tom Ross consider current credit spread levels and offer reasons why they could remain rangebound for some time.
Market Ethos: Debt Sustainability
by Craig Basinger, David Benedet, & Brett Gustafson, Purpose Investments In late 2009, Greece came to market to…
High-Yield Bonds: Why Shorter May Be Smarter
by Will Smith, CFA, & AJ Rivers, CFA, AllianceBernstein Looking to reduce volatility without sacrificing income potential? Consider short-maturity…