June 15, 2023 Will the Emerging Markets’ Financial Sector Trigger a New Crisis? by Okan Akin, Markus Schneider Banking sector crises have historically been one of the key drivers of risk for EM countries’ asset returns. Could the next banking crisis be in EM? Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
June 12, 2023 Sustainability-Linked Bonds: The Good, the Bad and the Ugly by Patrick O’Connell, Tiffanie Wong, Markus Peters The latest entry in the ESG-labeled bond arena has solid potential but a few kinks, too. Fixed Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 02, 2023 How the Yen Drives Japan’s Monetary Policy by Yusuke Hashimoto, Brad Gibson Inflation is up in Japan, but the Bank of Japan seems unresponsive. Here’s what’s really going on. Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
May 23, 2023 Defensive Stand: Investment-Grade Corporates Hold the Line by Tiffanie Wong, Timothy Kurpis The markets are delivering mixed messages, but company fundamentals, valuations and fund flows are all supportive of investment-grade corporate bonds. Fixed Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
May 18, 2023 Taking a Time Out? The High Price of Idle Cash Parking your fixed-income assets in cash may seem like a safe choice in today’s volatile investing environment, but it’s actually a risky proposition. Here’s why. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing, Rising Rates Likes 0 SHARE Bookmarks
May 12, 2023 Five Reasons to Invest in High-Yield Bonds Today by AJ Rivers, Will Smith Some US investors seem reluctant to invest in high-yield debt, given a potential recession on the horizon. But we see five good reasons for income-seeking investors to hold high-yield bonds today. Fixed Income, Invest for Efficient Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
May 05, 2023 The Fed and ECB Go Their Own Ways with Interest Rates…for Now by Eric Winograd The Fed and the European Central Bank each raised interest rates by 25 basis points this week. The Fed may be done, but that’s not the case in the euro area. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
May 04, 2023 Don’t Bank on Bank Loans in 2023 by AJ Rivers, Matthew Sheridan As the credit cycle turns, a diversified approach that balances rate and credit risks may succeed where bank loans may not. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing, Rising Rates Likes 0 SHARE Bookmarks
May 03, 2023 Bond Investors May Find Most Rate Pivot Potential in UK, EU by John Taylor, Nicholas Sanders We believe that—although the battle with inflation is not completely won—inflation is now more likely yesterday’s than tomorrow’s problem. Fixed Income, Inflation Likes 0 SHARE Bookmarks
May 01, 2023 Five Reasons Municipals Have Rarely Defaulted by Matthew Norton Municipal bond defaults rarely occur, and not by chance, but due to built-in aspects that make them historically better protected than other types of bonds. Fixed Income, Municipals Likes 1 SHARE Bookmarks
April 28, 2023 US Commercial Real Estate Outlook: Seeking Calmer Waters in Quality by Marshall Glick, Eric Goldstein, Monika Carlson Banking turmoil is raising renewed concerns about commercial real estate, but a focus on high-quality credits could be investors’ best strategy for navigating risk. Fixed Income, Income, Invest for Efficient Income Likes 0 SHARE Bookmarks
April 24, 2023 Unlocking the Investment Potential of “S” in ESG by Saskia Kort-Chick Social issues are perhaps the most difficult to research and least understood by investors. ESG-focused investors need a way to step up to the challenge. Equities, Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
April 17, 2023 Compelling AMT Muni Bond Yields: Hiding in Plain Sight? With few investors now subject to the alternative minimum tax (AMT), higher-yielding AMT-subjected muni bonds are a compelling yet overlooked income source. Fixed Income, Invest for Tax-Advantaged Income, Municipals Likes 0 SHARE Bookmarks