January 15, 2019 How to Keep Your Balance in Shaky Bond Markets by Matthew Sheridan Bond strategies that balance interest-rate and credit risk struggled in 2018. Is this time-tested approach past its prime? Hardly. We think investors will need to blend exposure to both to generate income and limit risk in 2019. Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 14, 2019 2019 Elections in Scope: Nigeria & South Africa by Adriaan Du Toit The two biggest economies in Africa—Nigeria and South Africa—both have presidential elections in 2019. The results will set the stage for the next phase of these economies as well as investor interest in them. These elections could also have implications for the economic future throughout the continent. Economics, Emerging Markets, Equities, Fixed Income Likes 0 SHARE Bookmarks
January 09, 2019 Fixed-Income Outlook: Three Themes We’re Watching in 2019 by Douglas J. Peebles The past year was a rough ride for bond investors. Will 2019 deliver more of the same? Economics, Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
January 08, 2019 Keep Your (High) Income On Track In 2019 2019 may be a challenging year for high-income investors. That makes it more important than ever to embrace a global approach and to focus on quality. Oh, and don’t fret too much about rising rates. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
January 02, 2019 Wary of Emerging-Market Debt in 2019? You Shouldn’t Be. by Shamaila Khan, Christian DiClementi There’s no sugarcoating it: 2018 was hard on emerging markets. But as Nietzsche (and Kelly Clarkson) said, what doesn’t kill you can make you stronger. And as 2019 begins, we see many pockets of strength—and opportunity. Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
December 17, 2018 Is the US Housing Market Headed for a Correction? by Michael S. Canter, Janaki Rao, Monika Carlson The median price of a US single-family home has risen just over 40% since the last housing-market crash. While newspaper headlines may put readers on edge, our analysis indicates a gradual slowdown, not a bursting bubble—in most regions. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
December 17, 2018 Will Fallen Angels Disrupt US Credit Markets? by Matthew Minnetian, Susan Hutman, Gershon Distenfeld The media and some market observers are bracing for a blizzard of BBB-rated bonds to get downgraded to junk as the credit cycle turns. We expect it will be closer to a flurry. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
December 14, 2018 Faster, Smarter, More Efficient: Bond Investing Goes Digital Bond investing is going digital. Find out how fixed-income managers who are integrating technology into their processes will be able to move from great ideas to executed trades faster and with better results than those who stick with the analog status quo. Fixed Income Likes 0 SHARE Bookmarks
December 12, 2018 When It’s Rocky, Keep Your Bonds Balanced by Matthew Sheridan Including interest-rate sensitive bonds and credit in a single strategy usually reduces risk. This year was a little different. But don’t fret: there are plenty of reasons to stick with a balanced approach in 2019. Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
December 05, 2018 The US Yield Curve Inverted. Time to Worry? by Erin Bigley, Scott Krauthamer What drove down US stocks this week? The answer may be the US bond market and what the shape of the yield curve is—or isn’t—telling us about the state of the economy. Equities, Fixed Income, Rising Rates, Volatility Likes 0 SHARE Bookmarks
December 03, 2018 New Year’s Resolutions for High-Income Investors by Gershon Distenfeld, Will Smith First, the bad news: high-income investors should saddle up for another bumpy ride in 2019. Now the good: with challenges come opportunities—and we see plenty on the horizon for investors who take the long view. Fixed Income, Rising Rates Likes 0 SHARE Bookmarks
November 30, 2018 Bridging the Healthcare Gap with Muni Bonds by Eric Glass, Erin Bigley Boston Medical Center is redefining the role healthcare providers play in improving the health and welfare of the city’s residents. Now impact investors can have a hand in fostering better outcomes, too. Fixed Income, Municipals, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 28, 2018 Digital Revolution Checklist: Questions to Ask Your Manager When it comes to creating alpha, fixed-income managers that stay ahead of rapidly evolving technology will have an advantage over those that remain stuck in the analog world. But how do you assess how well your manager is navigating the changing technological landscape? Active & Passive , Fixed Income Likes 0 SHARE Bookmarks