February 04, 2019 How Well Do You Know High Yield? Do these statistics surprise you? While it may initially seem counterintuitive, the high-yield market’s quick rebound rate after downturns actually makes sense. Its consistent, high income makes it among the most resilient asset classes. Fixed Income Likes 0 SHARE Bookmarks
February 01, 2019 Latest Jobs Data Show a Robust US Labor Market by Eric Winograd The government shutdown and temporary displacement of some workers didn’t cause the strong US labor market to miss a beat. Today’s jobs report reinforces that gains have been accelerating. That’s good news for the economy and markets. Economics, Equities, Fixed Income Likes 0 SHARE Bookmarks
January 29, 2019 Municipal Bonds: Three Strategies for 2019 by Daryl Clements Municipal bond investors like their muni portfolios to play the role of Old Faithful in their overall asset allocation, providing safety and income. But that doesn’t mean that the investment environment is reliably the same. How can muni investors stay on track in 2019? They can adhere to these three strategies. Active & Passive , Fixed Income, Municipals, Rising Rates Likes 0 SHARE Bookmarks
January 23, 2019 Nigeria and South Africa: Will Elections Bring Change for Investors? by Adriaan du Toit Africa’s two largest economies will hold elections this year, and there’s a good chance the outcomes will lead to slightly faster growth and higher asset prices. But rising populism and nationalism remain a longer-term risk. Economics, Emerging Markets, Fixed Income Likes 0 SHARE Bookmarks
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, Later in the Cycle, 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 by Will Smith, Fahd Malik 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