Investment analysis for yield and duration-focused investors
Global growth remains resilient as 2026 enters its final quarter, supported by artificial intelligence (AI) investment and reshoring. However, elevated energy costs are keeping inflation persistent...
Today's September jobs report showed 254,000 positions added, way above the 140,000 analysts had expected. Treasury yields and stocks jumped on the news as recession fears receded.
With inflation sticky, interest rates rising and volatility elevated, investors could consider short-term European high yield
Attractive yields support income opportunities, but tight credit spreads call for selectivity. Franklin Templeton Fixed Income believes investors may favor high-quality, short- to intermediate-matu...
Contractual income, a deep and stable institutional investor base and diversification benefits have helped loans deliver resilient performance across a wide range of market environments, reinforcin...
Major indexes built on Monday's strength early, lifted by falling oil prices and a slight yield dip. Several Fed speakers are scheduled, along with a 3-year Treasury note auction.
AB’s dynamic scoring model serves as a barometer of relative return potential across credit markets.
What feels like a regime shift may in fact be a return towards normality, with higher yields, greater uncertainty and more freedom for markets to set prices. For relative value investors, that coul...
Similar loan spreads mask differences in private credit sector risk. SEC filings can help investors benchmark their risk and make deliberate allocation choices.
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