Why We're Cautious On Credit
Invesco US - Seeking Alpha - Mon Feb 09, 3:23PM CST
By Rob Waldner In the current environment of rising global volatility and potentially weak U.S. corporate earnings growth, Invesco Fixed Income is cautious on U.S. and European credit. While European investment grade credit may be supported by...
PFIG: 25.58 (-0.05), PHB: 19.00 (-0.08), PICB: 27.60 (+0.01), PLW: 33.20 (-0.21)
Money pours into European high-yield funds
Seeking Alpha - at Seeking Alpha - Mon Feb 02, 2:22PM CST
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Global Macro Performance
The Short Side Of Long - at Seeking Alpha - Mon Jan 26, 1:43PM CST
Chart 1: Global bonds have outperformed all other major asset classes (click to enlarge) Source: Short Side of Long Let us quickly look at the 12 month performance of all major asset classes. Chart 1 shows three major equity regions: US,...
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BMO Asia Issues An USD Bond ETF With A Yield Of 4.00%, But What Are The Risks?
Reuben Sushman - at Seeking Alpha - Mon Dec 29, 12:19PM CST
IBND: 32.80 (-0.01), BMO: 63.14 (+0.31), EMB: 111.75 (+0.27), PICB: 27.60 (+0.01)
Divergent Interest Rates: A Golden Opportunity
AllianceBernstein - at Seeking Alpha - Mon Dec 15, 8:57PM CST
By Alison Martier US interest rates look set to rise in 2015, and that’s unsettling for some fixed-income investors. But here’s the good news: US bonds aren’t the only game in town. Different growth rates, interest-rate cycles...
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Pick And Mix: Fresh Ideas For Diversifying Bond Exposure
AllianceBernstein - at Seeking Alpha - Thu Nov 27, 4:05AM CST
By John Taylor Policy backdrops and growth trajectories around the world are showing increasing signs of divergence. Yet many bond investors continue to congregate in a few selected pockets of the fixed income universe. In our view, it's a perfect...
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Burned By Bonds
Roger McKinney - Seeking Alpha - Thu Nov 06, 10:17AM CST
Austrian economists can get forecasts wrong, occasionally. Many were wrong about inflation when the Fed stuffed its balance sheet with junk bonds. Inflation has remained asleep except in asset markets. That wrong forecast gave some of us a jaundiced...
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