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 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 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 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
November 29, 2022 Can European Credit Ride Out the Storm? by Vivek Bommi As Europe struggles, it’s no surprise that European credit is out of favor. Fixed Income, Income, Rising Rates Likes 0 SHARE Bookmarks
November 23, 2022 Three Income Themes for Multi-Asset Investors in 2023 by Karen Watkin, Edward Williams Multi-asset income strategies should feature high-dividend stocks, high-yield credit and global government bonds in 2023. Income, Invest for Efficient Income, Multi-Asset, Rising Rates Likes 0 SHARE Bookmarks
October 06, 2022 Equity Income: The Dividend Defense Against Inflation by Cem Inal, Dennis Stakhov, Snezhana Otto Dividend-paying stocks offer robust protection from inflation and solid long-term return potential when sourced from the right parts of the market. Equities, Income, Inflation Likes 0 SHARE Bookmarks
October 03, 2022 Fixed-Income Outlook: Stormy Weather and Silver Linings by Scott DiMaggio, Gershon Distenfeld It’s been a stormy year for investors, and the forecast calls for more of the same. We address today’s challenges and opportunities and strategies for navigating bad weather. Fixed Income, Income, Inflation, Invest for Efficient Income, Late-Cycle Investing, Rising Rates, Volatility Likes 0 SHARE Bookmarks
October 03, 2022 What to Expect from China’s 20th Party Congress The Chinese Communist Party will hold its 20th Party Congress beginning October 16. What change in policies we expect, and what are the macro implications? China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
September 21, 2022 US Housing Outlook: Rates and Supply in Tug of War by Michael S. Canter, Monika Carlson With interest rates on the rise, the US housing market is finally cooling. So why are prices still so high? Economics, Fixed Income, Income, Invest for Efficient Income, Rising Rates Likes 0 SHARE Bookmarks