The continuing impasse in debt ceiling talks puts pressure on high-yield bonds, potentially leading investors to demand higher yields for higher-risk bonds. However, a barbell strategy for investment-grade bonds, especially those with higher ratings, looks promising.
With the recent rate hike pause of the central bank, investors may want to revisit real estate investment trusts (REITs).May 24, 2023
Before it was Main Street, now it’s Switzerland’s Paradeplatz. We are dealing with a crisis of confidence, not a debt crisis. For now, the forced sale of Credit Suisse has calmed the markets.March 22, 2023
Many investors are losing sleep over the unfortunate collapse of a tech-start-up-focused bank in the US. It’s a good time to assess whether such fears are justified.March 16, 2023
There is an incongruity in the markets pulling investors into two camps. One hews to the “fear the Fed” (FTF) camp, and the other to the fear of missing out (FOMO).March 3, 2023
Building a resilient portfolio starts with a map—a map showing you the terrain that describes the markets.February 16, 2023