Tag: Fixed Income

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JP’s Journal: Revolting Bonds

Last week was certainly action packed. The election of Donald...

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European High Yield: Default Rate Coming Down

Our par-weighted default rate forecast for European High Yield (EHY)...

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No Autumn Chills for Global Investment Grade Corporate Fundamentals

Investment grade (IG) indices remain close to recent tights. Similarly,...

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Now is the Time for Investment Grade Credit

Opportunities and challenges abound in fixed income investment grade (IG),...

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If you Keep your Mouth Shut, You will Never Put your Foot in It

If Harold Wilson was correct that “a week is a...

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Contingent Convertibles Revival and the WisdomTree AT1 CoCo Bond Strategy

What’s happened in the Contingent Convertible (CoCo) markets recently? CoCo...

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Azhar’s Crunching Credit – September: Public Markets Fight Back

September was another strong month for fixed income returns as...

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Opportunities in Fixed Income…In a Lower Rate Environment

With portfolio managers across fixed income asset classes navigating the...

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JP’s Journal: US Exceptionalism

US exceptionalism is a phrased used to explain why the...

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JP’s Journal: Markets Beat Fed

Contrary to most economists’ expectations but in line with the...

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