More of our insights
Giving credit its due
Why high yield bonds deserve a strategic allocation in most portfolios
Q4 2019: Running in place
In this report, Robert Hoffman outlines his expectations for positive, primarily income-driven returns for HY bonds and senior secured loans this year.
Midyear 2019: Crossroads or cruisin’?
Corporate credit markets delivered solid returns until equities sank and the yield curve inverted in May. Now they appear poised to provide positive returns through year-end.
Is now the time to invest in high yield?
To help answer the question, “Is now the time to own high yield?,” Robert Hoffman looks at the current fixed income environment as well as the performance of high yield and traditional core fixed income assets over previous market cycles.
Beyond the core: Reassessing fixed income portfolios amid rising interest rates
Recent data paints a bleak outlook for “core” fixed income. But there’s a broad opportunity beyond it that may help investors generate an attractive level of income and higher total returns while managing interest rate risk.