The conditions that have buoyed credit markets in recent months look set to continue.
Insights
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
Why we should be on solid ground for rate cuts and the implications for bond markets.
John Lloyd presents a compelling outlook for U.S. multi-sector fixed income, citing the end of rate hikes, cooling inflation, and attractive yields.
Greg Wilensky shares his U.S. core fixed income outlook, noting that opportunities exist even though the probability of a soft landing remains in question.
Securitized sectors might play a key role for bond investors amid a higher interest rate environment.
Dissecting the securitized subset of the fixed income market and where we see the strongest opportunities ahead.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
How Zillow’s failed house-flipping business demonstrates the value of active management in MBS investing.
Why we believe the market is too pessimistic on inflation improvement but too optimistic on the growth environment.
The potential impact for fixed income investors of Fitch’s downgrade of the U.S. long-term credit rating.