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
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 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
May 23, 2023 Defensive Stand: Investment-Grade Corporates Hold the Line by Tiffanie Wong, Timothy Kurpis The markets are delivering mixed messages, but company fundamentals, valuations and fund flows are all supportive of investment-grade corporate bonds. Fixed Income, Late-Cycle Investing 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 12, 2023 Five Reasons to Invest in High-Yield Bonds Today by AJ Rivers, Will Smith Some US investors seem reluctant to invest in high-yield debt, given a potential recession on the horizon. But we see five good reasons for income-seeking investors to hold high-yield bonds today. Fixed Income, Invest for Efficient Income, Late-Cycle Investing 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
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 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