While high starting yields should provide a buffer against potential volatility, credit selection will be critical as dispersion within and across sectors increases.
Strong economic growth coupled with inflation risks from potential policy shifts have paved the way for a prolonged period of higher interest rates. That could be a good thing for fixed income investors.
The incoming administration will have an impact on every industry within investment grade credit, and each will face its own challenges and opportunities.
Donald Trump is set to reshape America around lower taxes, higher tariffs, less regulation, more drilling and fewer immigrants. Here’s what it means for markets.
Short-Duration High Income Bonds as a Defensive Building Block: Portfolio Manager Jim Dudnick discusses where and when to consider short-duration high yield.
In a resilient growth environment with inflation trending downward, any short-term volatility from the market’s reaction to monthly data is likely an opportunity to buy.
As we head into the final stretch of hotly contested races up and down the ballot, our experts convene for civilized discourse on what matters to markets...
As demand from banks and other real money investors returns (and money market demand wanes), agency mortgage-backed securities are poised to benefit.