August 08, 2023 Under Pressure? High Yield Can Hold Up (Your Income Portfolio) by Scott DiMaggio, Gershon Distenfeld, Matthew Sheridan Do high-yield bonds still make sense for income investors at this stage of the credit cycle? We think so. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
August 04, 2023 Multi-Asset Income Opportunities with an Inverted Yield Curve Short-term investment-grade bonds can inject income potential and quality to multi-asset strategies. Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
July 28, 2023 2023 Multi-Asset Midyear Outlook: Rounding the Corner by Caglasu Altunkopru, Aditya Monappa As economic conditions improve, multi-asset investors may see better equities opportunities, alongside compelling income generation. Economics, Income, Inflation, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
July 27, 2023 The Case for Corporate Credit by Tiffanie Wong, Will Smith Solid fundamentals, decent valuations and attractive income potential make a case for continued exposure to corporate credit even in an uncertain economic environment. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
July 14, 2023 Midyear Outlook: Three Income Themes for Multi-Asset Investors by Karen Watkin, Edward Williams An improved income outlook for multi-asset investors, including higher yields, sharply contrasts with cloudy conditions at 2023’s start. Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
July 03, 2023 Fixed-Income Midyear Outlook: Surfing Lessons by Scott DiMaggio, Gershon Distenfeld Surf’s up! Elevated yields and negative correlations are good news for bond investors. We share strategies for making the most of today’s opportunities. Economics, Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
June 26, 2023 Keeping Your Balance as the Credit Cycle Turns by Scott DiMaggio, Gershon Distenfeld, Matthew Sheridan The economic outlook for the US is cloudy, but the right mix of credit and government bonds may help investors boost income in all kinds of weather. Fixed Income, Income, Invest for Efficient Income 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 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