Monthly Archives: October 2015

Can Bonds Tell Us Something About the Stock Market?

Posted on October 16, 2015 by

I was visiting with the head of fixed income at a large asset manager when I mentioned the subject of my last post, the deterioration of corporate credit in some sectors.  He noted that Baa bond spreads had been rising for … Continue reading →

Posted in Credit, Equities | Tagged , | Leave a comment

Corporate Bonds: The Risk May Not Be What You Think

Posted on October 2, 2015 by

Rates have been low for the last several years.  Investors have been chasing yield; income über alles!  This search for yield plus relatively unlevered corporate balance sheets going into the global financial crisis proved to be the perfect conditions to spawn a … Continue reading →

Posted in Uncategorized | 1 Comment