Tools & Resources▼
| Market Memo: Why spreads matter |
Apr. 19, 2016 ::
The financial world has plenty of jargon, but 'spreads' are a concept investors should be comfortable with to understand high-yield bonds.
| Market Memo: Oil may be range-bound for longer |
Mar. 2, 2016 ::
Efficiencies and technology continue to lower the breakeven price on shale oil. The result is a built-in price cap: as prices move up, so does supply, which acts to drive prices down again.
| Q&A: Could volatility create opportunity? |
Feb. 29, 2016 ::
A long-term focus on quality companies that historically have paid and grown dividends helps lessen concerns about inevitable swings in the market and economy, whether up or down.
| Q&A: U.S. retail lagging but consumers are upbeat |
Feb. 16, 2016 ::
The way consumers shop is changing and does not appear to be fully captured in the data.
| Q&A: Where are oil and natural gas headed? |
Jan. 13, 2016 ::
It's difficult to see oil or natural gas breaking out of their current low-price ranges. So the focus for investors should be on minimal exposure to and high-quality diversification within the asset class.
| Q&A: Emerging markets risk in 2016 |
Jan. 5, 2016 ::
Emerging markets are riding out recent troubles, but all bets are off if China falters.
| Q&A: What's going on in the high-yield market |
Dec. 14, 2015 ::
Struggles at a fund that specializes in very distressed companies rattle the market, but the fundamentals don't merit the broad-based scare.
| Q&A: Benefits of leveraged loans in a rising-rate environment |
Nov. 18, 2015 ::
Good for diversification in general, leveraged loans also can play an important role when rates rise.
| Market Memo: Tipping point for TIPS? |
Oct. 19, 2015 ::
Stubbornly low inflation won't last forever, even if pricing on Treasury Inflation-Protected Securities are acting as if it will
| Q&A: Volatility on the rise—what's next for investors? |
Sept. 1, 2015 ::
When market risk increases, our bias is to increase short exposure.
| Market Memo: Ready ... set ... HIKE! |
Jun. 24, 2015 ::
The impact of rising rates on financial sector stocks isn't one size fits all