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…
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…
