Encouraging Backdrop For Investors As 2018 Gets Under Way
As the new year begins to unfold, the environment for risk assets is still benign: the global economy is strong, … Read more
Alliance Bernstein
Will Tax Reform Derail CRTs? Don’t Bet On It
Investors seeking floating interest-rate exposure and high yields are increasingly turning to credit risk–transfer securities (CRTs), a fairly new type … Read more
Will Blockchain Stand The Test Of Time?
Products and companies with sustainable competitive advantages and low capital requirements often make for attractive investments, provided they’re acquired at … Read more
Are Munis No Longer Safe?
The Wall Street Journal published an article on January 7 challenging the safety of municipal bonds as “not [being] the … Read more
Five Reasons To Invest In Emerging Equities In 2018
Emerging-market (EM) equities posted a strong recovery in 2017 after several tough years. But it’s not too late to invest. … Read more
Global Bond Markets To Enter New Phase In 2018?
2017 was supposed to be the year that would put an end to modest growth, lukewarm inflation and anemic bond … Read more
Emerging-Market Debt In 2018: The View From Here
Emerging-market bonds delivered strong returns last year, and we think the sector has more potential in 2018. But global economic … Read more
Could US Tax Reform Prolong The US Credit Cycle?
At 10 years and counting, the US credit cycle appears to be nearing an end. Could a sweeping rewrite of … Read more
High-Income Danger?
As 2018 approaches, investors may want to take some time to reexamine their high-income strategies. We’ve got some advice: Be … Read more
How To Keep Your Balance If Volatility Returns In 2018
The volatility bond investors expected when 2017 began never showed up. We suspect it will come out of hiding in … Read more
Jim Chanos – Short-Selling Hope-ium
Transcript:One of the things I teach in my history course about the history of financial fraud is that, interestingly, the … Read more
Interest Rates And Growth: How To Get The Balance Right
? Transcript: Two key risks in fixed income are interest rates and credit. For the last 10 years, it’s been … Read more
Will Tax Cuts Yield A Small-Cap Windfall?
Congress is getting down to tax reform, and at first blush, smaller companies seem poised for a windfall. But tax … Read more
Muni Investors: It’s Time To Quit Smoking Tobacco (Bonds)
Cigarettes come with warning labels. Tobacco bonds should, too. These securities are highly volatile, and at current prices they have … Read more
How To Keep Your Income Afloat As The ECB Tapers
The ECB has begun its big retreat from bond buying. It’s deftly managed to avert a taper tantrum in regional … Read more