January 18, 2023 Corporate Credit Outlook 2023: Sound Fundamentals, High Yields Fueling Momentum by Robert Hopper, Vivek Bommi, Susan Hutman, 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 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
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
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 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 03, 2022 Will Corporate Credits Crack as Growth Slows? by Susan Hutman, 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
February 07, 2022 Corporate Credits Can Withstand Policy Normalization in 2022 by Robert Hopper, Susan Hutman, Will Smith Strong credit fundamentals make corporate-bond issuers resilient as interest rates rise. Fixed Income, Income, Invest for Efficient Income, Late-Cycle Investing, Rising Rates Likes 0 SHARE Bookmarks