Section
High Yield
171 posts
4 Reasons to Be Cautious With High-Yield Bonds
by Collin Martin, Schwab Center for Financial Research We are growing more cautious with high-yield bonds. While the…
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...
The One Metric All High-Yield Investors Should Know
by AllianceBernstein Research High-yield bonds have a reputation for volatility. But history shows that the US high-yield sector’s…
Are Central Banks Risking Their Independence?
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Monetary policy institutions may be straining their credibility, which…
Howard Marks: 2020 in Review
by Howard Marks, Chairman, Oaktree Capital March 18, 2021 The opening lines of Charles Dickens’s A Tale of…
Neuberger Berman: Early-Cycle Conditions Still Support Credit
by Brad Tank, Chief Investment Officer—Fixed Income, Neuberger Berman Why the run-up in rates has troubled equity markets…
Technically Speaking: Howard Marks On Speculative Manias
by Lance Roberts, RIA One of my favorite investing legends is Oaktree Management’s Howard Marks. His investing wisdom…
Barry Allan: What Do investors Misunderstand About Credit Markets?
Misperceiving risk is biggest misunderstanding investors have about investing in credit," says Barry Allan, CEO, CIO of DMAT…
Barry Allan: How do you reduce and avoid risk?
There is no substitute for experience. After 38 years of successfully investing in fixed income and credit, you…
Barry Allan: How do credit markets behave?
Credit markets are a part of the fixed income market that most investors, professional ones too, have never…
Barry Allan: What Sets You Apart as a Fixed Income Asset Manager?
Barry Allan started DMAT Capital Management in 2019 shortly after his departure from Marret Asset Management, so that…
Barry Allan: Reaching for Yield in the Worst Risk/Reward Period Ever?
Barry Allan has been a portfolio manager in and around the fixed income complex in Canada for 38…
Barry Allan: What's your Fixed Income Strategy Post-2020?
After his departure from Marret Asset Management in 2019, Barry Allan launched DMAT Capital Management with a thought…
Barry Allan: The Current State of Fixed Income
Barry Allan has returned to the credit and fixed income management fray. In the midst of what looks…
Picton Mahoney – Investment Review and Outlook: The GFC Playbook for the War on COVID-19
by Picton Mahoney Strategy Committee Published April 23, 2020 Our Quarterly Review and Outlook is designed to provide…
What Happens When a Corporate Bond is Downgraded?
by Collin Martin, CFA, Fixed Income Strategist, Schwab Center for Financial Research What should you do when your…
