Search results for: high yield

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Oil and the high yield market

By Jennifer Ponce de Leon, Senior Portfolio Manager and Head of High Yield and Mark Van Holland, CFA, Senior Portfolio Manager 

Size of the Energy Sector

Because the energy sector is a large component of the U.S. high yield market relative to some other asset classes, the market has received increased scrutiny due to recent declines in oil prices. Prior to the recent sell off, energy accounted for more than 15% of the high yield market, making it by far the largest industry (healthcare is the second largest at approximately 8.5%).

Tagged with: Fixed Income, Investing

Hungry for income? High yield munis could be your meal ticket

High yield muni bonds represent an attractive investment opportunity. Professional money managers can help with the intricacies of the high yield muni space.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

What’s the outlook for muni bonds?

Strong YTD performance resulted from falling rates, a dearth of new supply and a resurgent demand by investors seeking attractive taxable-equivalent yields. We believe municipal bonds should continue to perform well in the second half of 2014.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog

Finding the sweet spot — Value investing along the muni yield curve

We look for securities that offer a balance of credit fundamentals and yield. We use a “roll-down” analysis to identify the sweet spot on the yield curve.

Tagged with: Fixed Income, Investing, Muni Perspectives Blog, New Tax Regime

From Tactical To Core: The Case for Emerging Market Debt

We believe emerging market debt should be viewed as a core-portfolio holding. 2013’s repricing created value in terms of higher yields, a more dedicated investor base and a better relative value argument.

Tagged with: Fixed Income, Global Economy, Investing

Has dividend investing lost its luster?

Higher-yielding equities underperformed the market last year raising questions about whether dividend investing remains an attractive strategy. Even if rates continue a long-term increase from current levels, we expect that equities sensitivity to rising rates will decline.

Tagged with: Equities, Investing, U.S. Economy

From tactical to core — The case for emerging market debt

For many investors, emerging market debt could be viewed as a core-portfolio holding rather than a short-term tactical investment. 2013’s re-pricing created value in terms of higher yields, a more dedicated investor base and a better relative value argument.

Tagged with: Fixed Income, Global Economy, Investing

U.S. rates — When the facts change

Prospective returns for Treasuries now look poor across the curve—not just at the front end. Yield curves tend to flatten as central banks raise short-term rates, but valuations have now moved beyond the point where these trades make sense.

Tagged with: Economy, Fixed Income, U.S. Economy

Q3 fixed income outlook — The demise of volatility

Because yield is an important driver of returns, we believe investors may be better served staying invested rather than sitting in cash or taking a decisively negative position on bonds. History has shown that volatility can stay low for extended periods.

Tagged with: Asset Allocation, Fixed Income, Investing
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