September 06, 2022 China Housing: Why This Time Will Be Different Beijing is trying to manage China’s housing challenges. Here’s why it’s harder this time. China, Economics, Emerging Markets, Fixed Income, Income, Policy & Regulation Likes 0 SHARE Bookmarks
August 25, 2022 What’s up with Short-Maturity High-Yield Bonds? Yield. Usually, shorter-term high-yield debt yields less than longer-term debt. Not today. Fixed Income, Income, Invest for Efficient Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
August 02, 2022 Investment-Grade Corporates: On the Express Track by Tiffanie Wong, Vivek Bommi Valuations, fundamentals and even technical conditions create a rosy outlook for investment-grade credit—despite recession risks. Fixed Income, Income, Rising Rates Likes 0 SHARE Bookmarks
July 21, 2022 High-Yield Credit Remains Fundamental in Multi-Asset Investing The economy is moving toward the late cycle, but based on higher yields and sound fundamentals, high-yield bonds remain an attractive building block for multi-asset strategies. Asset Allocation, Fixed Income, Income, Invest for Efficient Income, Multi-Asset Likes 0 SHARE Bookmarks
July 14, 2022 Three Reasons It’s Time to Add High-Yield Bonds by Will Smith, Gershon Distenfeld With yields today significantly higher than usual, income-seeking investors should seize the opportunity to add high-yield debt to their portfolios. Fixed Income, Income, Invest for Efficient Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
July 11, 2022 Outlook obbligazionario: a che punto siamo? by Scott DiMaggio, Gershon Distenfeld Avendo percorso una strada lunga e tortuosa, molti investitori percepiscono un po’ di malessere. I nostri co-Head of Fixed Income tracciano la rotta per le obbligazioni. Fixed Income, Income, Inflation, Invest for Efficient Income, Late-Cycle Investing, Rising Rates, Volatility Likes 0 SHARE Bookmarks
July 05, 2022 Fixed-Income Outlook: Are We There Yet? by Scott DiMaggio, Gershon Distenfeld It’s been a long and winding road, and most investors are feeling a bit queasy. Our Fixed Income co-heads pull out their road map for bonds. Fixed Income, Income, Inflation, Invest for Efficient Income, Late-Cycle Investing, Rising Rates, Volatility Likes 0 SHARE Bookmarks
June 28, 2022 The One Metric All High-Yield Investors Should Know One simple statistic can help high-yield investors gauge how their bonds may perform down the road. Fixed Income, Income, Invest for Efficient Income, Volatility Likes 0 SHARE Bookmarks
June 27, 2022 Time to Step Back into Investment-Grade Credit by Vivek Bommi, Tiffanie Wong Fundamentals, technicals and valuations collectively provide a rosier-than-expected outlook for investment-grade corporates. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing, Rising Rates Likes 0 SHARE Bookmarks
June 09, 2022 Responsible Lending: The Myth of the Perfect Investment by Erin Bigley The auto industry illustrates the difficulty of finding a perfectly sustainable private sector investment, while shining a light on a better way to make progress. Climate Change, Fixed Income, Income, Invest for Purpose, Responsible Investing/ESG Likes 0 SHARE Bookmarks
June 03, 2022 Will Corporate Credits Crack as Growth Slows? by Will Smith, Robert Hopper Investors have a lot of worries these days. Should corporate credit fundamentals be among them? Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing, Rising Rates Likes 0 SHARE Bookmarks
May 24, 2022 How Well Do You Know High Yield? For high-yield investors, it’s time to get off the sidelines. Fixed Income, Income, Invest for Efficient Income, Volatility Likes 0 SHARE Bookmarks
May 19, 2022 Prospettive economiche cinesi: il COVID ostacola la crescita del PIL La recrudescenza del COVID in Cina minaccia le prospettive di crescita del paese. Ecco perché abbiamo rivisto le nostre previsioni. China, Coronavirus, Currency, Economics, Emerging Markets, Fixed Income, Income Likes 0 SHARE Bookmarks