April 11, 2023 How Will the Banking Crisis Reshape Financial Credit? by Vivek Bommi, Steve Hussey Once markets sense the crisis is past, fundamental and valuation factors can create an improved backdrop for selective financial credit investors. Fixed Income, Income Likes 0 SHARE Bookmarks
April 03, 2023 Fixed-Income Outlook: Getting a Grip in Slippery Markets by Scott DiMaggio, Gershon Distenfeld Market conditions may be unpredictable, but these strategies can help investors gain traction. Economics, Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 31, 2023 Yield Curves and Debt Ceilings: Investing Beyond the Headlines by Scott DiMaggio, Eric Winograd Could debt-ceiling drama create investment opportunities? Economics, Fixed Income, Policy & Regulation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 30, 2023 Inflation? Interest Rates? Look to the Longer Term by Eric Winograd, Scott DiMaggio Conflicting economic data and volatile markets can reduce visibility. It helps to look beyond the turbulence to the destination. China, Economics, Fixed Income, Inflation, Rising Rates, Volatility Likes 0 SHARE Bookmarks
March 27, 2023 From Anomaly to Opportunity: High Yields on Short Bonds by Gershon Distenfeld, Will Smith, Robert Schwartz Now, with yield curves inverted across North America, Europe and parts of Asia, investors can earn extra income without increasing interest-rate risk. Fixed Income, Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks
March 23, 2023 With Banks in Focus, the Fed Signals (Cautious) Optimism by Eric Winograd Yesterday’s Fed policy decisions indicate a somewhat optimistic view of the bank turmoil, but policymakers will be keeping a watchful eye on bank liquidity and lending. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
March 14, 2023 Will Japanese Bond Investors Come Home in 2023? by Yusuke Hashimoto, Wataru Araiso Even if the Bank of Japan exits its ultra-easy monetary policies, that might not be enough to lure Japanese investors away from foreign bond markets. Here’s why. Economics, Fixed Income, Policy & Regulation, Rising Rates Likes 0 SHARE Bookmarks
March 08, 2023 Are Cheap Burgers in Emerging Markets a Good Sign for Investors? by Sammy Suzuki, Christian DiClementi Based on The Economist magazine’s data comparing hamburger prices across countries, many EM currencies look cheap today—as they did 20 years ago before an extended rally of EM stocks and bonds. Currency, Emerging Markets, Equities, Fixed Income Likes 0 SHARE Bookmarks
February 27, 2023 Why Rising US Rates Don’t Have to “Break” the System by Eric Winograd Capital markets continue functioning well despite a hawkish US rate turn, but many investors still worry about the risk of a deeper spiral. We think that’s an unlikely outcome. Economics, Fixed Income, Inflation, Rising Rates Likes 0 SHARE Bookmarks
February 13, 2023 Municipal Bonds: Are States Recession-Ready? by Bryan Laing, Daryl Clements States are well-equipped to handle a recession, which bodes well for their muni bonds. Economics, Fixed Income, Invest for Tax-Advantaged Income, Municipals Likes 0 SHARE Bookmarks
February 08, 2023 What Does the US Debt-Ceiling Breach Mean for Funding Markets? by AJ Rivers, Lucas Krupa The US government breached the debt ceiling in late January, which could lead to increased volatility and dislocation in the short-term funding markets. Fixed Income, Volatility Likes 0 SHARE Bookmarks
February 07, 2023 China’s Reopening Bodes Well for Asian Fixed-Income Markets by Brad Gibson Things are looking up for Asian bond markets. Here’s our 2023 outlook. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Inflation Likes 0 SHARE Bookmarks
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