January 25, 2023 The Outlook for Income: Balancing Rates and Credit in 2023 by Matthew Sheridan Concerned about liquidity? Consider a barbell approach to income investing. Fixed Income, Income, Inflation, Invest for Efficient Income Likes 0 SHARE Bookmarks
January 20, 2023 Who’s Afraid of an Inverted Yield Curve? by Matthew Sheridan When the yield curve inverts, bond investors should heed the signs. Fixed Income, Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
January 19, 2023 Will This Time be Different? Congress Prepares to Dance with the Debt Ceiling by Eric Winograd The debate around the US debt ceiling is back again. Our base case is that Congress eventually will increase the debt ceiling, as it always has. But the process will be unusually messy this year. Economics, Fixed Income Likes 0 SHARE Bookmarks
January 18, 2023 Corporate Credit Outlook 2023: Sound Fundamentals, High Yields Fueling Momentum by Robert Hopper, Vivek Bommi, Susan Hutman, Will Smith Despite global economic slowing, corporate fundamentals start the year from a position of strength, which should brighten prospects for corporate bond investors. Fixed Income, Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
January 17, 2023 Weakening Growth Outlook to Eventually Favor Euro Rate Risk by John Taylor, Nicholas Sanders We believe investors should prepare to back the beneficiaries of lower euro rates—but hold off taking big interest-rate risk positions for now. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
January 16, 2023 China’s Growth and Policy Priorities Pave New Paths to Equities by John Lin As China rapidly reopens its economy, attractive opportunities will surface—particularly for investors who understand the country’s policy nuances. China, Coronavirus, Economics, Emerging Markets, Equities, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 13, 2023 2023: A Year of Transition for the Global Economy by Eric Winograd This year will likely see a shift from extremely high inflation to worries about slumping growth. Conditions should be better than 2022, but the road will be bumpy. Economics, Fixed Income, Inflation, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
January 12, 2023 Emerging-Market Debt Outlook 2023: A Shifting Balance of Risks by Christian DiClementi, Adriaan du Toit 2022 was a weak year for emerging-market debt, but with China pulling back on zero-COVID policies and inflation showing signs of easing, credit markets could stabilize in 2023. Given the prospect of slowing global growth, credit selection will be key. China, Emerging Markets, Fixed Income, Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
January 12, 2023 Municipal Market Outlook: Six Strategies for 2023 by Matthew Norton, Daryl Clements Munis may be poised to rebound in 2023, but investors should stay vigilant and ready to maneuver. Fixed Income, Income, Inflation, Invest for Tax Advantaged Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
January 06, 2023 European Fixed-Income Outlook: Stay High Quality in 2023 by Vivek Bommi With a lot of bad news already priced into credit markets, yields look compelling to us at current levels. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
January 03, 2023 Fixed-Income Outlook 2023: Finding Equilibrium by Scott DiMaggio, Gershon Distenfeld Our Fixed-Income Co-Heads survey the market landscape for 2023—and provide strategies for making the most of it. Economics, Fixed Income, Income, Inflation, Invest for Efficient Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
December 14, 2022 Carbon Handprint in Fixed Income: The Positive Power of Climate Solutions by Patrick O’Connell The extent to which issuers prevent carbon emissions can be a key selection factor in corporate bond investing. Climate Change, Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 29, 2022 Can European Credit Ride Out the Storm? by Vivek Bommi As Europe struggles, it’s no surprise that European credit is out of favor. Fixed Income, Income, Rising Rates Likes 0 SHARE Bookmarks