Viewpoints about High Yield
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The Delta effect: Three-minute macro
The Delta variant of COVID-19 is certainly complicating the outlook for the global economy, and we’re keeping an eye on five ways that those complications may materialize. We also take an ESG lens on the gig economy and discuss the yield situation among emerging-market debt.
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Fed policy: what comes next?
A review of Federal Reserve policy objectives and some of the key financial data the Fed examines in making policy, and a view on where we stand now.
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Inflation and floating-rate loans: is 2021 the year for lift-off?
With a variety of inflation concerns and a near-record amount of negative-yielding debt, it makes sense now to consider a floating-rate fund for your portfolio.
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Floating-rate funds: why now?
With interest rates near zero or negative throughout much of the world, why should investors looking for yield turn to floating-rate notes? It turns out they provide meaningful yield and senior credit standing while planting the seeds for protection against eventual inflation and rising rates.
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A closer look at Morningstar's new core and core-plus categories
Morningstar recently changed how it classifies intermediate-term bond funds, essentially splitting the category in two. Watch this video to learn more about the implications for investors.
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4 things fixed-income investors need to know about bond credit ratings
Prices and yields of all fixed-income investments are influenced by the borrower’s creditworthiness. But how is it measured? We examine credit ratings—how debt is rated and what it means for bond mutual fund investors.
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Fixed-income strategies: a look at which work best in different rate environments
Longer-term yields can be unpredictable. We take a closer look at which fixed-income strategies have held up best in different rate environments and offer some tips on how you can prepare your portfolio for whatever's next.
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How low can they go? Weighing the outlook for credit spreads after tax reform
Corporate bond valuations are already tight. With companies poised to reap the benefits of tax reform, can credit spreads get even tighter? Take a closer look.
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Flexible is the new core: fixed-income investing for the next 30 years
With interest rates on the rise, investors may be in for a rude awakening when they discover how much risk they're taking in their core bond allocations. See why we believe a flexible approach is better suited to today's markets.
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Hedging downside risks after high yield's big run
Our network is growing more cautious on high-yield bonds after their recent rally. See why investment-grade corporate debt can help offset some of the risks.
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