For Financial Professionals in the US
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Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.
Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.
Why the rise in the size of the high yield bond market is to be welcomed.
Navigating an increasingly difficult fixed income environment may require a more selective approach.
How bond investors may be able to take advantage of fixed income markets’ inefficiencies.
The recent steep rise in yields has unsettled markets.
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.
Assessing the benefits of active collaboration in stock and bond analysis.
Assessing the impact of rising credit quality on high yield spreads.
Taking a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.
With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).
Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.