Section
High Yield
173 posts
Can a High-Yield Allocation Still Offset Equity Volatility?
by Gershon Distenfeld, Director, High Yield, AllianceBernstein Should you be concerned that high-yield bonds didn’t predict last year’s…
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...
Mark Noble: How do we get the fixed income portfolio out of the red?
Our chat with Mark Noble, Senior Vice President, Horizons ETFs continues, as we discuss some of the ideas…
Mark Noble: What to do about fixed income's conundrum?
Mark Noble, Senior Vice President, Horizons ETFs joined us at the Canadian ETF Association Mindpath ETF 2018 Conference…
Niels Jensen: The Art of Defaulting
… the debt-financed overspending of the 1960s had continued into the early 1970s. The Fed had funded this…
Late-Cycle Boost and Boom
Investors should stay guarded for exogenous shocks that could pull the next recession forward and cause markets to…
Beware High Yield’s Siren Song
by Charles Roth, Thornburg Investment Management High-yield returns have been great lately, as technical flows, fundamental factors and…
Reading the Signs: Investment-Grade Bonds Present Warning and Opportunity
by Gershon Distenfeld, Director, High Yield, AllianceBernstein US investment-grade corporate bonds look cheaper today than their lower-quality counterparts…
Sandy Liang: What are some of your credit market investments?
Our conversation with Sandy Liang, PM, Purpose Investments, on investing in corporate debt continues. A big part…
Sandy Liang: Maximizing Return in a Rising Rate Environment
Sandy Liang, portfolio manager, Purpose Investments, talks about the nature of his investment strategy given the rising…
Sandy Liang: What is the Credit Market Saying About the Business Cycle?
We recently caught up with Sandy Liang, President, Purpose Investments Partners, and Portfolio Manager of Purpose…
Revisiting Corporate Credit amidst Market Volatility
by Edward D. Perks, CFA, Executive Vice President, Franklin Templeton Investments In 2018, rising inflation, higher US interest…
Are You a Lightning Rod or a Seismograph?
by Brad Tank, CIO, Fixed Income, Neuberger Berman The current sweet spot in high yield may be short-dated…
David Rosenberg: In depth on Canada, U.S., and Global Economy and Markets
Recorded May 28, 2018 - Our in-depth conversation with David Rosenberg, Chief Economist, at Gluskin Sheff on Canada,…
Is Foreign Demand for US Corporate Bonds at an Inflection Point?
by Pramila Agrawal, PhD, Relative Return Strategist, Loomis Sayles The US corporate bond market reached a record $8…
Late cycle investing in the credit market
Marc-André Gaudreau, Vice President and Portfolio Manager, 1832 Investment Management L.P. discusses fixed income strategies advisors can use in the current environment, characterized by Central Banks increasing overnight rates to either slowdown an overheating economy or to fight inflation.
