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High Yield
165 posts
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…
High Yield and Bank Loan Outlook - October 2013
Fundamental factors underlying the corporate sector continue to underscore our constructive stance on leveraged credit, however, investors should…
Simon Lack: Bonds Are Not Forever (The Crisis Facing Fixed Income Investors)
by Brenda Jubin, Reading the Markets As you might guess from its title, Bonds Are Not Forever: The…
Many Bullish Indicators, But ...
Yesterday I wrote about how this rally off the August 27th low had good breadth, a bullish tailwind…
Fund Managers Are Starting to Add to Commodities
by Short Side of Long Weekend Sentiment Summary (August Week 4) Equities Last weeks sentiment update was not…
Hoisington: "The Secular Low In Bond Yields Has Yet To Be Recorded"
by Lacy Hunt and Van Hoisington via Hoisington Investment Management, Lower Long Term Rates The secular low in…
Investment Outlook: High Yield and Bank Loans (Guggenheim)
High Yield and Bank Loan Outlook July 2013 by Guggenheim Partners LLC July 10 2013 As markets adjust…
