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 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
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 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 11, 2023 The Picture Brightens for Government Bonds as Multi-Asset Diversifiers The diversification benefits of US government bonds have improved in 2023, providing near-term opportunities for multi-asset income investors. Income, Invest for Efficient Income, Multi-Asset Likes 0 SHARE Bookmarks
April 06, 2023 Dividend Investing: Broader Is Better for Multi-Asset Strategies by Karen Watkin, Cherie Tian, Edward Williams, Eugene Smit Dividend investing should expand beyond traditional dividend-paying stocks to generate income effectively without giving up return potential in growth-led markets. Income, Multi-Asset 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
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 18, 2023 Corporate Credit Outlook 2023: Sound Fundamentals, High Yields Fueling Momentum by Robert Hopper, Vivek Bommi, 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 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 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