Asset Allocation
High-Yield Credit’s Strong Performance Continues at Start of 2026
Sub-investment-grade bonds have outperformed all but emerging market debt.
Tag: high-yield
Asset Allocation
Goldman Names Top Investment Targets for 2024’s 2nd Half, as Rates Dip
Investment-grade and high-yield corporate bonds, small caps and European stocks lead the firm’s list.
Asset Allocation
Fixed Income Makes a Comeback in Sovereign Wealth Fund Portfolios
But the institutional investors revamped their approach to the asset class after it failed to protect them when equities tanked in 2022.
Asset Allocation
Junk Bonds Will Return as Much as Stocks in 2022, Says Northern Trust
Outpaced last year, high yield is in solid shape at a time when stocks may come back to earth, the firm argues.
Market Moves
Not So Junky: Speculative Bond Yields Near 4%
After dire predictions of disaster for high-yield paper, defaults never hit the painful levels forecast last spring.
Who Needs Bonds Anyway?
They don’t pay much interest, and future price appreciation is so not happening. Still, they have their uses.
Market Moves
Ed Yardeni Slams the Fed for Setting Up a Market Slide
The central bank has jazzed up investors so much that a nasty fall will result, the economist warns.
Despite Fed Backstop, Junk Bonds Still Face Big Trouble
The central bank’s much-touted help for high-yield is skimpy, in light of what nastiness lies ahead.
Op-Ed: A Tough Time for the Credit Markets
Longtime CIO Tony Waskiewicz shares two ‘credit plays’ to consider during this volatile market.