High-Yield

Executive Summary Summarizing Our Main Investment Themes In One Chart Summarizing Our Main Investment Themes In One Chart…

Executive Summary Spreads Near 2017-19 Average Spreads Near 2017-19 Average…

Executive Summary Equities Are Still Attractive Versus Bonds Equities Are Still Attractive Versus Bonds…

Executive Summary Tracking Inflation In 2022 Tracking Inflation In 2022…

Highlights Chart 1A Tough Balancing Act For The Fed A Tough Balancing Act For The Fed…

Executive Summary Upgrade Global Duration Exposure To Neutral Upgrade Global Duration Exposure To Neutral…

Dear Client, This week, the US Bond Strategy service is hosting its Quarterly Webcast (February 15 at 10:00 AM EST, 15:00 PM GMT, 16:00 PM CET). In addition, we are sending this Quarterly Chartpack that provides a recap of our key recommendations and some charts related to those recommendations…

Highlights Chart 1Most Sectors Have Fully Recovered Most Sectors Have Fully Recovered…

Highlights Corporate Bond Returns & Fed Tightening: Corporate bond performance varied considerably during the past four Fed tightening cycles. Our analysis of these periods suggests that valuations and the slope of the yield curve are the two most important factors to monitor. Investment…

Highlights Chart 1Stick With Steepeners Stick With Steepeners…