Section
Investment Grade
7 posts
What Higher Interest Rates Are Telling Insurance Investors
by Eric Winograd, & Geoff Cornell, AllianceBernstein Higher government bond yields seem to be driven by factors beyond…
When History Rhymes, the Starting Yield Changes Everything
The recent climb in bond yields has unsettled fixed income markets and rekindled anxieties about 2022, a year…
The Conviction Gap: What Most Advisor Portfolios Are Missing at the Core
Most advisor portfolios mistake active weight for manager conviction. Franklin Templeton's five-factor core equity suite fixes that, starting with a proprietary conviction signal that extracts what managers actually believe.
AI's Debt Machine Is Running Hot
The artificial intelligence capital expenditure boom has arrived in the credit markets with unmistakable force, and Sage Advisory's…
What is Alternative Fixed Income, and Why Does It Matter Now?
by Sandy Liang, Head of Fixed Income, Lead Portfolio Manager, Purpose Investments For decades, the fixed income playbook…
The Bull Market Nobody Owns — And Why It's Just Getting Started
Meb Faber on Regime Change, the Concentration Trap, and the Portfolio Built for What Comes Next
Don't take all the credit
by Jeff Weniger, Head, Equity Strategy, and Kevin Flanagan, Head, Fixed Income, WisdomTree Prior to the conflict in…
Investment Grade CLOs — A Secure Pathway to Income and Diversification
Listen on The Move Episode Summary In a world where bonds are breaking and rates refuse…