November 16, 2020 DOL’s Revised DC Investment Rule Removes Potential ESG Sticking Point by Jennifer DeLong, Michelle Dunstan The Department of Labor’s final rule on investment selection for DC plans left out language on ESG-themed investments. It’s a change that erases some confusion and seems to acknowledge that ESG and financial considerations are inseparable. Equities, Fixed Income, Legislative Updates, Multi-Asset, Policy & Regulation, Responsible Investing/ESG Likes 0 SHARE Bookmarks
November 11, 2020 Crisis Dashboard: Big Data Helps Paint the Big Picture (November Update) by Jonathan Berkow, Scott Krauthamer As investors look for signs of a return to normalcy from the coronavirus crisis, they have a dizzying array of indicators to choose from. We’ve assembled a group of signals, with the help of big data, that may point the way. Coronavirus, Economics, Equities, Fixed Income Likes 1 SHARE Bookmarks
November 10, 2020 Elections? Vaccines? What They Could Mean for the US Economy by Eric Winograd Two recent developments could have big implications for the US economic outlook: general elections and news of very promising progress on a COVID-19 vaccine. To understand the ramifications, we have to distinguish near term from longer term. Coronavirus, Economics, Fixed Income, US Election Likes 0 SHARE Bookmarks
November 10, 2020 Municipal Bonds: The State of the States by Terrance Hults, Matthew Norton, John Ceffalio, Richard Schwam States face revenue shortfalls from COVID-19 costs and shutdowns. We look under the hood to assess how some of the most indebted states are faring. Coronavirus, Fixed Income, Municipals Likes 0 SHARE Bookmarks
October 30, 2020 Managing Bond Portfolios Through Near-Term Volatility by Gershon Distenfeld, Matthew Sheridan Does volatility give you the jitters? AB Co-Head of Fixed Income Gershon Distenfeld and portfolio manager Matt Sheridan discuss unearthing opportunities while guarding against the turbulence of current events. Fixed Income, US Election, Volatility Likes 1 SHARE Bookmarks
October 22, 2020 Japan After Abe: Continuity and Change by Masahiko Loo As Prime Minister Suga begins his administration, the message is one of continuity, but Abenomics may need a reboot after COVID-19. We examine what Suganomics may mean for Japan. Economics, Fixed Income Likes 1 SHARE Bookmarks
October 21, 2020 Emerging-Market Debt: Opportunity in a Volatile Environment by Shamaila Khan Emerging-market debt has rebounded sharply off March lows, but attractive yields and compelling opportunities persist. We provide a roadmap for what may lie ahead. Fixed Income, Low-Yield Environment, US Election, Volatility Likes 2 SHARE Bookmarks
October 12, 2020 Will US Sanctions Disrupt China’s Credit Market? by Hua Cheng, Mo Ji, Elizabeth Bakarich Escalating trade tensions between the US and China could affect Chinese corporate bonds, but not all credits are vulnerable. China, Emerging Markets, Fixed Income, Trade Wars Likes 2 SHARE Bookmarks
October 12, 2020 Why European Fixed Income Has Become More Attractive by Flavio Carpenzano, Markus Peters Despite the impact of COVID-19, euro fixed-income markets offer active investors attractive opportunities and worthwhile income. Coronavirus, Fixed Income, Low-Yield Environment Likes 1 SHARE Bookmarks
October 05, 2020 How to Reap the Most from Your Bond Allocation by Scott DiMaggio, Gershon Distenfeld Can bonds continue to play defense and provide income when yields are at historic lows? We think so. Active & Passive , Fixed Income, Low-Yield Environment, US Election, Volatility Likes 1 SHARE Bookmarks
October 02, 2020 What the US Elections May Mean for Corporate Bonds by Susan Hutman, Robert Hopper The US elections are drawing closer, and the potential policy implications are wide-ranging. What might election results mean for corporate credits? Fixed Income, Policy & Regulation, US Election Likes 0 SHARE Bookmarks
October 01, 2020 The 2020 US Election: How Tax Policy May Impact Municipal Bonds by Daryl Clements, Alec Dewitt What will a Trump or Biden win mean for munis? From taxes to infrastructure, the candidates differ—sometimes dramatically—on policy. Fixed Income, Municipals, Policy & Regulation, US Election Likes 1 SHARE Bookmarks
September 30, 2020 US Treasuries, German Bunds Still Anchor to Windward Recent history suggests that low—and even negative—yields don’t eliminate the offset to risk assets provided by government bonds. Fixed Income, Low-Yield Environment Likes 1 SHARE Bookmarks