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Reflation Train: Arriving on Time
Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.
Uncovering Opportunities in Today’s Bond Market
Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.
Choice Growth: Potential Opportunities from High Yield Expansion
Why the rise in the size of the high yield bond market is to be welcomed.
Don’t fight the wave of rising rates, surf it
Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.
Harvesting higher yields in today’s bond markets
John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.
ESG in credit investing: themes, considerations and implementation
Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.
Navigating Fixed Income’s Inefficient Frontier
How bond investors may be able to take advantage of fixed income markets’ inefficiencies.
Keeping It Real: Interpreting the Climb in Bond Yields
The recent steep rise in yields has unsettled markets.
Reflation: Is This the Real Thing or Just Fantasy?
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.
Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis
Assessing the benefits of active collaboration in stock and bond analysis.
Valuing High Yield’s Improving Credit Quality
Assessing the impact of rising credit quality on high yield spreads.
Exploiting Two-Way Traffic in High Yield
Taking a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.