January 22, 2020 Our Emerging-Market Debt Outlook: Dipping into 2020 by Shamaila Khan Emerging-market debt is unlikely to reprise last year’s stellar performance as the global economy slows in 2020, but it’s still worthwhile to dip into compelling opportunities. Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
January 17, 2020 How to Balance Your Bond Portfolio in 2020 by Matthew Sheridan In a low-yield, late-cycle environment, the right mix of credit securities and government bonds can help fixed-income investors boost income and tame volatility. Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
January 09, 2020 Fixed Income Outlook: Keep an Eye on Systemic Risks in 2020 by Scott DiMaggio, Gershon Distenfeld With bond yields near record lows, can fixed-income markets generate solid returns in 2020 without forcing investors to take too much risk? From a fraught geopolitical landscape to a global slowdown, we assess today’s biggest challenges—and opportunities. Fixed Income, Later in the Cycle, Trade Wars, Volatility Likes 0 SHARE Bookmarks
December 10, 2019 Beyond Green Bonds: Innovations in Sustainable Investing by Shawn Keegan Environmentally minded investors, take note: a controversial new bond format that links a company’s sustainability goals to its bottom line could be a game changer in building a more sustainable future. Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
December 09, 2019 What’s the Forecast for Fiscal Stimulus? by Darren Williams, Guy Bruten Monetary policy for many central banks is reaching the end of the road for effectiveness. Where and when might economic support shift from monetary policy to fiscal policy Economics, Fixed Income Likes 0 SHARE Bookmarks
November 22, 2019 Does the American Shopping Mall Have a Future? by Brian Phillips Black Friday is around the corner. Will US shoppers head to the mall? Or are malls out of fashion for good? The debate about the retail apocalypse is playing out in a single bond index. Alternatives, Fixed Income Likes 0 SHARE Bookmarks
November 12, 2019 This Is No Time to Ditch Duration by Erin Bigley It’s easy to overlook government bonds today with yields so low. But their interest-rate sensitivity, or duration, can provide vital protection when riskier assets such as stocks and credit struggle. Fixed Income, Late-Cycle Investing Likes 1 SHARE Bookmarks
October 24, 2019 A High-Income Survival Guide for Late-Cycle Markets by Gershon Distenfeld, Noelle Chiang It’s easy to get spooked in late-cycle markets. But we think there’s a way to de-risk your portfolio and still generate a decent level of income—no magic spells necessary. Fixed Income, Late-Cycle Investing Likes 1 SHARE Bookmarks
October 15, 2019 Muni Investors: Listen to the Market by Daryl Clements Municipal bonds help do three important things: provide income, preserve capital and dampen volatility. But flexibility is important, because how investors can best position their muni portfolios depends a lot on current market conditions. Fixed Income, Late-Cycle Investing, Municipals Likes 0 SHARE Bookmarks
October 14, 2019 Why It’s Time for a Barbell Strategy by Matthew Sheridan As economic cycles enter their later stages, investors sometimes find that they’re taking too much risk to generate income. There’s a strategy that can help—and we think now is the time to use it. Fixed Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
October 07, 2019 Will Municipal Bonds Continue to Deliver? An Investor Q&A by Daryl Clements Despite the municipal market’s strong year-to-date rally, an aging US expansion and low yields continue to top municipal investors’ concerns as we enter the home stretch of 2019. When conditions are evolving and visibility is limited, active and flexible strategies can help balance risk and reward. Active & Passive , Fixed Income, Late-Cycle Investing, Municipals Likes 0 SHARE Bookmarks
September 25, 2019 Choosing Better Investing Ingredients for a Turn in the Cycle by Richard Brink, Walt Czaicki What sources of market returns can withstand late-cycle uncertainty? By identifying the right ingredients, we think investors can create an allocation with the potential to overcome new challenges and perform well over the long term. Active & Passive , Asset Allocation, Equities, Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
September 24, 2019 How High Yield May Reduce Portfolio Risk by Gershon Distenfeld Want to reduce overall portfolio risk without giving up on income? Consider high-yield bonds. Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks