September 26, 2022 Tackling the Income Problem by Brian Resnick Investors seeking to boost their income generation face a challenge: how to do it while still managing risk? Creating efficient income is the key. Fixed Income, Invest for Efficient Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
September 21, 2022 US Housing Outlook: Rates and Supply in Tug of War by Michael S. Canter, Monika Carlson With interest rates on the rise, the US housing market is finally cooling. So why are prices still so high? Economics, Fixed Income, Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
September 21, 2022 Does Going Global Still Make Sense? by Michael Rosborough, Nicholas Sanders, Ronit Walny Although US bond yields are well above recent lows, it’s always a good idea to think globally. Currency, Fixed Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
September 16, 2022 US Investors Can Gain Hedge Edge with Global Bonds For US investors, low yields abroad can be turned into opportunities, thanks to currency hedging. Currency, Fixed Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
September 16, 2022 Europe’s Policymakers Grapple with Soaring Natural Gas Prices by Eric Winograd Europe faces a difficult policy challenge in battling inflation while trying to relieve households and businesses from the pain of costly natural gas. Economics, Fixed Income, Inflation Likes 0 SHARE Bookmarks
September 09, 2022 Understanding Green Bond Performance in Market Setbacks by Erin Bigley, Tiffanie Wong, Patrick O’Connell, Markus Peters With so many green bonds outstanding now, investors need more insight to differentiate among them and understand their performance characteristics. Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
September 07, 2022 Three Reasons Why Investors Need to Source Income Efficiently by Brian Resnick Investors looking for income and willing to expand their horizons should find global multisector credit worth the effort. Fixed Income, Invest for Efficient Income Likes 0 SHARE Bookmarks
September 06, 2022 China Housing: Why This Time Will Be Different by Zhennan Li Beijing is trying to manage China’s housing challenges. Here’s why it’s harder this time. China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
August 29, 2022 What’s Next for the Bank of Japan? by Yusuke Hashimoto, Brad Gibson To change or not to change its policy stance? The Bank of Japan’s decision has implications for the world’s third largest bond market. Economics, Fixed Income, Policy & Regulation Likes 0 SHARE Bookmarks
August 25, 2022 What’s up with Short-Maturity High-Yield Bonds? Yield. Usually, shorter-term high-yield debt yields less than longer-term debt. Not today. Fixed Income, Income, Invest for Efficient Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
August 17, 2022 Latin America: Improving Fundamentals, but Policy Uncertainty by Armando Armenta, Katrina Butt Fundamentals in Latin America’s economies have been strengthening, though uncertainty surrounds the future path of government policies. Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
August 08, 2022 ECB Tilts Toward Climate, but Investors Can Go Further by Erin Bigley, Vivek Bommi, Eamonn Buckley, Markus Peters We think investors need a holistic understanding of climate issues to address the causes and effects of climate change. Climate Change, Fixed Income, Invest for Purpose, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
August 02, 2022 Investment-Grade Corporates: On the Express Track by Tiffanie Wong, Vivek Bommi Valuations, fundamentals and even technical conditions create a rosy outlook for investment-grade credit—despite recession risks. Fixed Income, Income, Rising Rates Likes 0 SHARE Bookmarks