Section
High Yield
171 posts
High Yield’s September Sell-Off Doesn’t Change the Story
By Ivan Rudolph-Shabinsky (pictured) and Gershon Distenfeld of AllianceBernstein The recent sell-off in high-yield bonds has many investors…
High-Yield Bonds: Call Waiting
by Ivan Rudolph-Shabinsky, AllianceBernstein High-yield bonds’ attractive income has made them popular in today’s low-rate environment. But market complacency…
What’s Driving the Recent High Yield Sell-Off?
Recent flows data show that investors are starting to sell out of their high yield bond positions. Interest…
Guy Haselmann: "Fading Smiles"
Out There Beyond the Wall by Guy Haselmann, Director, Capital Markets Strategy, Scotiabank GBM • Germany, France, Japan…
Don’t Skip the Homework: High Yield’s Overlooked Risks
by Gershon Distenfeld, AllianceBernstein Many investors have taken on more risk in their quest for higher returns—especially as…
The Chase for Yield
by Ben Carlson, A Wealth of Common Sense “People become risk-seeking when all their options are bad.” –…
Corporate Credit Fundamentals Worsening?
by Sober Look US corporate credit markets, particularly high yield bonds, are becoming quite frothy, as risk/reward dynamics…
Here Comes QE In Financial Drag: Draghi's New ABCP Monetization Ploy
by David Stockman via Contra Corner blog, You can smell this one coming a mile away: The European…
Deborah Frame: Why Do We Accept Volatility as a Measure of Risk?
Not Your Grandfather’s Risk Measurement by Deborah Frame, Vice President, Investments, Cougar Global Investments Why Do We Accept…
The Two Best Performing Asset Classes Since 2008 are Surprising
by Short Side of Long I thought sharing this chart would be extremely interesting, since we are closely…
The Economy and Bond Market Radar (November 18, 2013)
The Economy and Bond Market Radar (November 18, 2013) Treasury bond yields fell by a few basis points…
Many Investors Are Still Under-Diversified
by Capital Spectator The Crucial Connection: Asset Allocation & Rebalancing The link between asset allocation and rebalancing is…
The Economy and Bond Market Radar (October 21, 2013)
The Economy and Bond Market Radar (October 21, 2013) Treasury bond yields fell this week as the government…
A Look at Year-to-Date Asset Class Performance
Chart 1: Year To Date Performance Of Various Asset Classes Source: StockCharts (edited by Short Side of Long)…
Tipping the Scale Toward High Yield Bonds
The U.S. Federal Reserve’s decision in September to delay at least for now any reduction in its asset…