High-Yield Won’t Bubble Over

It’s easy to spot a bubble after it bursts. Just follow the carnage—significant, and sometimes complete, losses for investors. It’s not so easy to pinpoint a bubble beforehand, but many are convinced that there’s too much air rushing into high-yield bonds today.

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What’s Bubbling Up? The Hidden Costs of Indexing

Investors eager for “safety” have been piling into indexed portfolios at the expense of actively managed strategies—and thus making a big, and risky, bet against deep value and for high-dividend  yielding stocks.  We think they’re pursuing just the wrong course.

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