Stirland, Sarah
As Trump takes charge, we are bullish on US equities, Developed Market high yield bonds and gold. Trump’s policies are likely to lead to another year of US equity and high yield bond outperformance. We also see an opportunity to switch from cash to USD bonds to lock in attractive yields...
Fitch’s default rate forecast range for both U.S. institutional leveraged loans and high-yield bonds in 2022. 7% Three-year 2020-2022 cumulative default rate forecast for both the U.S. institutional leveraged loan market and the U.S. high-yield bond market, compared with 15% and 22% fro...
The chart below plots the yields for various fixed income investments compared to their standard deviation of returns over the past 20 years. For example, the tax-adjusted yield for the broad index of munis has a very similar yield as high-yield corporate bonds. However, the risk is ...
Kishore, 2000, "Defaults & Returns on High Yield Bonds: Analysis Through 1999 and Default Outlook for 2000-2002," Salomon Center Report, Stern School of Business, New York University.Altman, Edward I. with Diane Cooke and Vellore Kishore. "Defaults & Returns on High Yield Bonds: Analysis ...
In this episode, Kathy interviews her colleagues Collin Martin and Cooper Howard about the team's midyear fixed income outlook, with a theme of looking beyond Treasuries. The conversation covers investment-grade corporate bonds, high-yield bonds, preferred securities, and the municipal bond market....
Outlook for Bonds in a Challenging Yield Environment 来自 pyramis.com 喜欢 0 阅读量: 11 作者: G Fischer 摘要: Not unlike other post-crisis episodes, deleveraging in the financial and household sectors is a the worst of all worlds for bond investors, and investment-grade bonds, as measured...
High time for high yield? While we observe a massive liquidity influx and a low debt cost thanks to the support of central banks, the high yield market shows positive characteristics. Yields are currently around 7% in the Eurozone and 9% in the US[1]. ...
high-yield and investment-grade bonds. This creates an opportunity to expand fixed income exposure into areas with more attractive risk/return trade-offs, such as emerging-market U.S. dollar bonds and private credit. Currencies: The U.S. dollar is expected to face upward pressure from tariffs...
Historically, when core bonds out-yield short term rates they have delivered attractive returns. For the first time in more than a year, the yield to worst on core bonds exceeds the Fed Funds rate. Brian Kyle Watch Video Economic and Market Commentary ...