Section
High Yield
173 posts
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)…
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...
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…