Sorry, you need to enable JavaScript to visit this website.
Skip to main content
Skip to main content

High-Yield

2026 Key Views: US Fixed Income
Special Report

Our key US fixed income views for 2026.

US Bond Strategy by Ryan Swift
Picking Through The Labor Market Data

Our Portfolio Allocation Summary for November 2025.

US Bond Strategy by Ryan Swift
Measuring Risk And Reward In US Corporate Bonds
Special Report

This week’s Special Report evaluates the reward and risk in corporate bonds. We address the question of whether low expected excess returns today are justified by low risk or an example of overvaluation.

US Bond Strategy by Ryan Swift
Flying Blind

Our Portfolio Allocation Summary for October 2025.

US Bond Strategy by Ryan Swift
The EM Bond Rally Isn’t Exhausted Yet

USD-denominated Emerging Market bonds have been outperforming US corporates for the past year. We don’t think the rally is exhausted yet.

US Bond Strategy by Ryan Swift
Watch The Unemployment Rate

Our Portfolio Allocation Summary for September 2025.

US Bond Strategy by Ryan Swift
Is The Labor Market Slowdown For Real?

Our Portfolio Allocation Summary for August 2025.

US Bond Strategy by Ryan Swift
Still Moving Sideways

Our Portfolio Allocation Summary for July 2025.

US Bond Strategy by Ryan Swift
Wait For May Employment Data

Our Portfolio Allocation Summary for June 2025.

US Bond Strategy by Ryan Swift
Junk Bonds Cheapen Up

Our Portfolio Allocation Summary for May 2025.

US Bond Strategy by Ryan Swift

Related Topics