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Time to Hash Over Your Cash Stash?
Obsession with liquidity via money market funds comes at a price, which is why investors may want to consider short- and ultra short-term bond funds with higher yields as rates stay lower for longer.
Leveraged Loans: Potential Total Return Opportunities Remain Well Intact
Consider the improving fundamentals, modestly positive technicals, and favorable valuations that offer a historically attractive entry point. What’s more, as measured by excess returns, loans actually outperformed high yield five of the seven months through July of 2020, and have outperformed high yield bonds historically during downturns.
Market Review and Outlook 3Q20 - Leveraged Finance
Field of Yields Meets Shifting Winds
The high yield market delivered 437 bps of excess return, accounting for most of the 4.60% total return on the quarter. Lower quality CCCs were the outperformer again, earning 713 bps of excess, well ahead of the 399 bps of excess the higher quality Ba/B sleeve garnered for Q3. The leveraged loan market nearly matched that high yield total return, earning 4.13% in total return terms.
Market Review and Outlook 3Q20 - Investment Grade and Tax-Exempt Fixed Income
Record Liquidity and Leverage as Pandemic Election Nears
Rate volatility really disappeared over the third quarter with the front end of the yield curve anchored by the Fed's intentions to not do anything with rates for at least three years.
The High-Yield Advantage
Mike Kirkpatrick joined Virtus Chief Market Strategist Joe Terranova for an insightful discussion about active management in the high yield market.
Six Reasons to Choose High Yield
High yield fundamentals have shown remarkable resilience, and the sharp rise in fallen angels through 6/30/20 spells considerable potential opportunities for nimble managers that can spot relative values and manage risk.
Why Gold and Bond Investors Can Both Be Right
Contrary to recent commentary in the financial press, we believe that gold and U.S. Treasuries can both perform well at the same time as gold is rallying due to negative real rates, among other things.
News & Insights Archive