Section
High Yield
173 posts
Looking for Income in All the Right Places
by Morgan Harting and Martin Atkin, AllianceBernstein Investors and advisors know they can’t depend solely on the old…
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...
In High Yield, Expect Volatility, Not Crisis
by Gershon Distenfeld, AllianceBernstein We’ve been hearing a lot lately from people who fear that rising interest rates…
Time to Sell Junk Bonds? Maybe Not.
by Urban Carmel, The Fat Pitch Summary: junk bonds (1) appear to be fairly valued relative to treasuries,…
Who's Smarter? Stocks or Corporate Bonds?
by Dana Lyons, J. Lyons Fund Management, Inc. One of the Wall Street platitudes often repeated is that…
Fed tightening + HY distress = 2015 bear market?
by Cam Hui, Humble Student of the Markets Despite my bullish stock market outlook (see my last post…
Anthony Valeri: Fears Over High-Yield Energy Defaults May be Overblown
Breaking Up is Hard To Do KEY TAKEAWAYS • The high-yield energy sector has kept pace with the…
Lesson of the Oil Collapse? Do Your Own Credit Homework
by Jeff Skoglund, AllianceBernstein The plunge in oil prices has hurt many highly-leveraged energy companies and their creditors.…
High-Yield ETFs: Don’t Get Fenced In
by Gershon Distenfeld and Sherif Hamid, AllianceBernstein Few high-yield investors have weathered the recent plunge in energy prices without…
5 Great Lessons from Distressed Debt Guys
by Kara Lilly, Investment Strategist, Mawer Investment Management My colleague James spent time with some distressed debt investors…
Either Junk Bonds or Stocks Are Wrong
by Jesse Felder, The Felder Report I have been watching the junk bond (and leveraged loan) market very…
Is The High Yield Divergence A Subtle Warning For US Equities?
by Jonathan Beck, SeeIt Market Markets peaks are generally not event driven, but rather take time to develop.…
Why Economists Will Get Bonds Wrong Again
by J.C. Parets, All Star Charts One of the things that has consistently brought a smile to my…
Anthony Valeri: High Yield Divergence
High-Yield Divergence by Anthony Valeri, Investment Strategist, LPL Financial High-yield bonds bounced back after a weak start to…
Guy Haselmann: "The Long End of the Treasury Market Will Stay Well Bid ..."
Moving the Goal Posts by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • If the Fed were…
Fed Tightening + HY Distress = 2015 Bear Market?
Fed tightening + HY distress = 2015 bear market? by Cam Hui, Humble Student of the Markets Despite…
