February 26, 2020 China’s Bond Markets Can Weather Coronavirus by Jenny Zeng, Mo Ji, Hua Cheng As China’s leaders scramble to contain the COVID-19 epidemic, the global community braces for impact to China’s people, equity and bond markets, and economy. China, Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
February 26, 2020 High-Yield Investors Should Look Beyond US Corporates Investors who want bigger returns from their high-yield strategies should consider a global approach. Fixed Income, Later in the Cycle Likes 0 SHARE Bookmarks
February 24, 2020 The Late Cycle: Fiscal Stimulus Ahead? by Scott DiMaggio, Eric Winograd Is the impact of global monetary stimulus waning? Our Co-Head of Fixed Income and our US economist discuss whether fiscal stimulus will pick up the slack. Economics, Fixed Income, Later in the Cycle, Volatility Likes 0 SHARE Bookmarks
February 12, 2020 Are High-Yield Returns Predictable? Key Metric Suggests Yes One way for high-yield investors to gauge how their bonds may fare down the road has been with this simple, accessible and historically accurate tool. Fixed Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
February 05, 2020 The Late Cycle: The Fed Balance Sheet by Scott DiMaggio, Eric Winograd The Fed balance sheet is back. Our Co-Head of Fixed Income and our US economist discuss what recent stimulus means to the economy and markets. Economics, Fixed Income, Late-Cycle Investing Likes 0 SHARE Bookmarks
February 04, 2020 Beyond Green Bonds: Innovations in Sustainable Investing by Shawn Keegan ESG investors, take note: a controversial new bond format that links a company’s sustainability goals to its bottom line could be a game changer. Fixed Income, Responsible Investing/ESG Likes 0 SHARE Bookmarks
January 31, 2020 High-Income Outlook: Setting a Course for 2020 by Gershon Distenfeld Late-cycle markets can unnerve high-income investors. But we see ways to generate a healthy level of income while potentially decreasing overall portfolio volatility. Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
January 28, 2020 Municipal Bonds: Four Ways to Stay Flexible in 2020 by Daryl Clements The outlook for the muni market is favorable for 2020, but investors should be prepared for twists and turns. Staying flexible can help keep investors on track. Active & Passive , Fixed Income, Municipals Likes 0 SHARE Bookmarks
January 22, 2020 Our Emerging-Market Debt Outlook: Dipping into 2020 by Shamaila Khan Emerging-market debt is unlikely to reprise last year’s stellar performance as the global economy slows in 2020, but it’s still worthwhile to dip into compelling opportunities. Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
January 17, 2020 How to Balance Your Bond Portfolio in 2020 by Matthew Sheridan In a low-yield, late-cycle environment, the right mix of credit securities and government bonds can help fixed-income investors boost income and tame volatility. Fixed Income, Late-Cycle Investing, Volatility Likes 0 SHARE Bookmarks
January 09, 2020 Fixed Income Outlook: Keep an Eye on Systemic Risks in 2020 by Scott DiMaggio, Gershon Distenfeld With bond yields near record lows, can fixed-income markets generate solid returns in 2020 without forcing investors to take too much risk? From a fraught geopolitical landscape to a global slowdown, we assess today’s biggest challenges—and opportunities. Fixed Income, Later in the Cycle, Trade Wars, Volatility Likes 0 SHARE Bookmarks
December 09, 2019 What’s the Forecast for Fiscal Stimulus? by Darren Williams, Guy Bruten Monetary policy for many central banks is reaching the end of the road for effectiveness. Where and when might economic support shift from monetary policy to fiscal policy Economics, Fixed Income Likes 0 SHARE Bookmarks
November 22, 2019 Does the American Shopping Mall Have a Future? by Brian Phillips Black Friday is around the corner. Will US shoppers head to the mall? Or are malls out of fashion for good? The debate about the retail apocalypse is playing out in a single bond index. Alternatives, Fixed Income Likes 0 SHARE Bookmarks